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I see the story as a chance to reflect on the difficulty of market timing, how to balance your portfolio and how making money by taking positions in the market is very different to having an opinion about what constitutes fair value for an asset. Specifically with property we have a large...

I thought the following article would be interesting to read. I couldn't resist the title sorry :) General area estimate by McGrath and taking him at his estimate and making a big assumption that Keen = Chicken Little! source: http://www.johnmcgrathblog.com.au/blog/2/68/