I think the overall point is that what we're currently engaged in isn't sustainable and the contraction is going to be painful when it hits in 6 months to a year once all the cheap money[0] dries up. There's a bubble within our asset class.
My question is: how does one short this phenomena?
I think the overall point is that what we're currently engaged in isn't sustainable and the contraction is going to be painful when it hits in 6 months to a year once all the cheap money[0] dries up. There's a bubble within our asset class.
My question is: how does one short this phenomena?
[0] http://news.ycombinator.com/item?id=2363903