dyslexia wrote:housing starts are down for the 3rd quarter in a row yet general construction is still up.
Geez with language like that you'll probably say lagging indicator sometime soon.
I presume real estate may provide some opportunities for bargain hunters in the US. Buy income generating land rather than units because it's the land value that appreciates whereas the buildings depreciate.
If negative gearing is a tax deduction then that would help reduce the tax burden from the annuity (ooo er are you an annuitant?) otherwise I'd try to positively gear into property as you may need to balance this part of the portfolio (even if you own your own palace and you sure look like you oughta). Gear into the equity market if the interest is tax deductible provided you will still be able to sleep at night.
If tighter monetary policy is expected sell unhedged foreign currency denominated assets in anticipation of a firmer USD (and eschew new unhedged offshore investments).
Without looking I imagine that rates on sub-prime debt have overshot the mark but otherwise I'd avoid fixed interest.
Remember the trend is your friend, don't marry a view, and free advice is worth what it costs.
Give yourself a fancy corporate company name and get on the mailing lists of the major bank research publications.
Yep you got it , not a single specific idea in all that waffle.