The Residential Real Estate Crash Index Message Board

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Strategies & Market Trends : The Residential Real Estate Crash Index

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To: ajtj99 who wrote (197190)	4/20/2009 9:16:25 PM
From: TheStockFairy	Read Replies (1) of 306849

only partially. i'd rather just short CRE till mediocre strip malls in my area have cap rates of 11-15% and flip the money out of the shorts and into purchasing the malls. i'm staying away from currencies and gold but I'd like to establish a very long term position on commodities through RICI which I'm going to start shortly. I'm going to add to my position in Fairholme funds as a large term value play with a low cost of management. Other than that I'm looking into some actively managed funds through UBS and getting out of municipal bonds which I've been in for a year or so and putting that money back into equities. 50% of my liquid net worth will stay in cash, the other 50% will be trading. i have a day job so I can't screw around with trading and i'm not sure that i would be good at if if I could. i'm better at sales and company building than I am at picking short term moves of stocks or understanding the full scale macroeconomics of what's going on now and how it's going to shake out.

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