How to invest for the second half of 2010

In the most recent Barron's Roundtable conference, Marc Faber indicated that the stock correction was not done. He said that the market would only bottom in October/ November, and the rally would resume from a substantially lower level. He sees the market being moderately lower at end of the year from today, and a bear market next year. He also recommended shorting the Aussie dollar as a way of playing the slowdown in China. You can find the article here.