<< The real solution would be to take all the inflow of monies, split in four, 1/4 in TIPS, 1/4, in DIA, 1/4 in SPY and 1/4 in QQQ. >>
Zeev,
Based on this comment, you seem to be long-term bullish the markets. After 1929, it took decades for the market to make new highs. Do you have any estimate as to when the Nasdaq will exceed its 2000 bubble top of 5,000+?
Also, thanks for your response to my question regarding the Real Estate bubble. Am I correct to assume that you are not concerned about FNM and FRE, the accounting irregularities, their derivative positions, and the possible effects on the over-all economy?
Some hype that I have seen (ad for "Strategic Investment" newsletter) says that this will be worse than the 1930's Depression. http://www.agora-inc.com/reports/DRI/housing910/ The extremity of their claims and their certainty of their occurance do tend to bring their credibility into question.