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: Skeeter Bug who wrote (267274)	8/8/2010 5:55:38 PM
From: TH	Read Replies (1) of 306849

SB, We are very much in agreement on many of these points. I admit, I do not know if inflation or deflation comes first, but my guess is that we get a mini QE rally at some point and then deflation. The real inflation comes when the Fed go "all in". I hate holding cash, but right now I want the flexibility to position, even if that means I have a bit less purchasing power for whatever it is I buy. The opposing position, which is to get in now in size, has too much risk of being trapped in positions that might benefit from an inflation wave that is delayed. Timing is everything and gold, cash, and a medium short position make sense to me know. I would like to get clown short, but I can't do it just yet. GT TH

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