Chris Scoreboar,
I agree with you that we may or may not have recession. It depends on how bad the RE MKT will be. Stock MKT is very sensitive. If the RE MKT crashes hard, the stock MKT may drop 10-20% easily right away. But it does not mean we will have recession.
jg,
Remember you said I was prudent to put only some of my $ to short RE only, not the whole market. The reason were:
1. I was more sure the RE MKT would not be better, but only worst.
2. I felt the whole market was not ready to decline or collapse so soon yet.
I like to monitor the market closely for any opportunity to max my return but min my risk. Your strategy is for long term that is fine as soon as you are confident to yourself.
