Chris, do you think this would still be a good time to get some puts on homelenders or builders? It’s obvious they are going down, and if a short squeeze is not a concern, then I don’t see a reason to stay out of it. These people posting are all making great money, while I’m at a measly 5% in cash. But then I wonder, if it’s such an obvious purchase, why doesn’t Yamamoto Forecast recommend it? He’s got us in 100% cash. Why haven’t you recommended it – is it because you stay focused more on the bonds?
