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Strategies & Market Trends : The Residential Real Estate Crash Index

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To: Travis_Bickle who wrote (106862)2/27/2008 1:00:39 AM
From: Archie Meeties of 306849
 
It is a bit too late play the homebuilders from the long side. The easy money has been made on both sides. The time to go long something in a cycle is at the period or greatest market pessimism, greatest acceleration of writedowns, and the critical piece, forced liquidation by funds struggling to meet redemptions.

Message 24171838

As far as RE related stuff, It's time to nibble on some REITS. How's that for contrarian!

But the REITS are on the speculative side of my hodlings. Still heavily favor tech exposed to non US sales.
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