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First, I think we'll revisit the November lows
Second, I look for the Tech and infrastructure play to get us out of this so that will lead to the upside whenever the markets begins to turn north.
Third, I was so far off on predicting a bottom in housing that it is laughable. that being said I am now looking to pick up a foreclosure, shortsale, or Builder inventory home this spring (with a special 4% fixed mortgage HELLO)
I currently hold 4 stocks in my portfolio with ~40% of my money on the sideline with more $ targeted for investment when the waters are more calm which may not happen this year, at all.
I do NOT see another commodity bubble anytime soon, unless inflation takes hold on the back end of this, which I doubt will occur in substantial enough amounts to make it noteworthy. I know people fear all this money being printed should lead to inflation but I'd argue that that's at baseline...we're far below baseline IMO.
I still recommend doing the opposite of me.
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