Would be nice to make a pure interest rate play at the right time. Grab a cash-out, fixed rate loan before rates start up, put the money in short term CDs for a year or two. When rates rise, buy higher rate long-term CDs.
I just think it is too early, though I’m not in tune with the debt markets to really time it.
A good hedged portfolio would be a better play than pure commodities, I think.
