what is the contrary bet to crowd expectation?
... if the market falls down, i doubt housing will hold up, and if it does, hello "Fiat Money Inflation in France" scenario, and it would be off to the miners we all should go.
J6P must be getting tired, drinking punch, and staying awake on coffee vapor.
The time of reckoning must be getting close, or, at least, closer. I still got two more doubles left in Housing short capacity, and so I hope they ramp the housing shares up some more, 30% would be nice again ;0)
I must admit, feels like I am in a air dog fight with housing, and I am on its tail, firing again and once more, keeps missing, but I doubt it will get away to live another year. |
