Just like everybody else, I have been trying to find the right investment mix. I was heavily long in stocks until early May, when I sold most of my stocks. I kept only the stocks that I felt would do well in a recession. Because I think housing is going down, I put some money where my mouth is and shorted two homebuilders and a lender. My trade was not very big, however. I recently bought puts on another homebuilder and a lender. I have the rest of my cash with USAA.
