The Dow Jones Industrial Average closed below 10,000 today for the first time in four years. The sell-off has been particularly brutal among stocks levered to commodities and the global growth story, with most names down over 60% since oil peaked in July, and many hitting multi-year lows. This summer’s surge in resources was mainly fueled by the thesis that the ranks of the world’s middle class are swelling in the developing world, and that these newly affluent people will hunger for materials. If you believe that this macro long-term trend remains intact, and that the current financial crisis amounts to little more than a speed bump, then it is a good idea to compile a shopping list of cyclical stocks that could bounce back hard during a broader market turnaround.

There were several indications that today’s intraday lows could mark at least a short-term bottom. The

Companies that make technology products need companies such as Amtech Systems Inc. The company is a global supplier of production and automation systems and related supplies for the manufacture of solar cells, semiconductors, and silicon wafers. Amtech has their headquarters in Tempe, Arizona and are part of the NASDAQ exchange. Founded in 1981, they manufacture capital equipment, including silicon wafer handling automation, thermal processing equipment, and related consumables used in fabricating solar cells and semiconductor devices.

Amtech Systems Inc. operates four wholly owned subsidiaries. Their Amtech Automation, which is the company’s headquarters, designs, manufactures, and sells products used in the fabrication of semiconductor devices and wafer manufacturing. These include diffusion furnaces, furnace automation, and wafer polishing consumables. Their systems are for automating the loading and unloading of silicon wafers from all brands of existing and new semiconductor diffusion furnaces.

The company’s Bruce Technologies Inc. has their base in Billerica, Massachusetts. This subsidiary

Looks like my forecast is still right on the money -- producer prices the highest in 27 years. Once that feeds through to the consumer, the conservative, manipulated CPI will have no choice but to bust through to record highs as well. -- Larry Producer Price Index Jumps 1.2%; Housing Starts Reverse June Rise Washington (Wall Street Journal) -- U.S. producer prices unexpectedly soared at their highest annual rate in 27 years last month as rising wholesale prices for energy spread to a variety of products including automobiles, prescription drugs and capital equipment. Relief is likely on the way as energy and commodity prices have retreated this month while the U.S. dollar has firmed. Still, it will be difficult for Federal Reserve officials to look past this latest report, which comes on the heels of a 17-year-high rise in consumer prices.