I think that heavy insider buying amongst the homebuilders in the US is important information. One cannot predict the market easily or consistently for the short or immediate term. I guess that if we could somehow know for certain that we were at the beginning of another Great Depression v.s. what we think is really just a Great Moderation, our cash portion of the portfolio would be a wee bit higher than it is now, right?
Read this ROB article. It may reassure you.
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