Tuesday, May 07, 2013
When everyone is calm, its time to review your exit plan. Once banks fully recapitalize and China slows down considerably, inflation will make a return. This should happen in 2-3 years, but the warning signs will manifest themselves (in some rather interesting term structure patterns) within 24 months. That will be the signal for "everybody" to get back into Real Estate and start this merry-go-round over again.