This week April 28, 2018, we analyze what to do when housing is selling at record prices and there is little rental inventory. In short, when there is a housing crisis due to lack of supply and high demand from second home owners.
We review some of the hurdles to shorting assets that are in a bubble. We also look at how at why I tend to implement portfolio changes all at once versus moving into positions over a period of weeks or months.
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