>>I have no concrete prediction as to a further upward percentage as I lie firmly in the money-pumping is good for equities camp. My general prediction is that equities will continue to rise so long as rates are held near zero and QEx continues. I can read the tea leaves once they fall but I do not presume to be in the mind of the policymakers, thus I cannot predict "when" they will change course. I am letting my equity portfolio run yet I stand ready to liquify at a moment's notice.
>>
>>My tip : Don't fight the FED. ;)
>>
>>Note : I'm still haven't decided my post-liquification move. On the one hand tightening should see a rise in USD value thus cash could be king, however, the risk of inflationary pressure suggests solid assets are the better repository. Thoughts?
>
>Took a bit of reflecting and talking with others, but my basic position is unchanged:
>current money supply is too high. Over here in germany we are building a housing bubble at the moment:
>I am looking for opportunities (auctions mostly) but there are too many others most of the time,
>so probably not a real chance to acquire at steal prices.
>Trying to get permits to add floors or rooms in new roof in existing property should still give
>a nice return while keeping money partially safe from inflation, as the ground is already in possession.
>Stupid energy saving and neighbour rules make this an obstacle course at the moment.
>Looking to buy agricultural or forest property as well - green movement made local produce interesting again and
>there is a trend away from big combines to smaller growers with partial direct sales - some of them are looking to
>grow more without investing too much own capital. Again mostly anti-inflationary and risk spreading, not high return.
>
>As the spread between interest given on bonds and loan interest has grown a bit trying to bolster the banks
>to force them to buy more gov debt also looking into financing single property mortages where remaning debt
>is less than 50% - even if property value takes a nose dive and owner crumbles losses should be less than on gov bonds,
>which are not really safe long term in germany if Italy or France gets in trouble while paying nearly sometimes negative interest.
>Similarly low 5digit commercial loans if backed by security, as those rates are ludicrous and often oversecured as well.
>Going after the bank small fry cash cows
>
>Very long term:
>US stocks look better as more energy is raised over there -
>but still favoring BRIC, but only after a nice backlash of more than 20%.
>Watching SA, as I get some first hand info from there as well.
>
>
>Currency Renmimbi very long term and diversify - even if Iive in germany totally going € would be stooopid.
>
>my 0.001 Bitcoin
>
>thomas

Thatnks for the interesting insight from "over there". We completely agree about the 20%. There's just not much to do right now but wait...