I'm certainly not an authority on this... but this is just something I think is interesting. We had the sub-prime crisis (purple in the first graph) which hit hard and bottomed out around Jan 2009 ... which is also when the DOW bottomed out. Next up are the Option ARM's (what are they? nightmare mortgages, apparently) which will start to peak around September 2011. Will that mean another tank of the market right around that time? I'm going to start divesting mid-2011.
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