Lobo's Investment

The energy and precious metals markets bull market has been running strong for five years straight. With many markets near record highs, it is difficult to determine which ones offer the best risk/reward. The current housing bubble is a global phenomena, it's deflatation cannot be local. The decline in US housing market would spread out sooner or later. The current liquidity-driven excesses in financial markets and cross-countries imbalances in the global economy is something that never appeared in the history before. Any monetary tightening that goes too far risks a collapse.

I think I must create a plan for exit. The objective would be -- how to stay in the market as long as possible and create a plan for a systematic exit when needed.