We have CPA, PE, JD, MD and a badged detective in my brokerages.

Heck I work in tech and even the PE investments have shifted ot be more cash flow focus (cheap money being gone).

To state that those no longer provide protection, need to be able to prove that their negative correlation in crisis times has disappeared (which doesn't seem to be the case now in 2020)The stock market, absent tech, is not necessarily 'high', but either way you need to have precise valuation metrics to work with: P/E ratios, Tobin's Q, Price/Revenue, Hussman Margin-adjusted CAPE, whichever one correlates best to subsequent price changes.

Maybe not timing...but definitely connectedHis last big buy was Kraft heinz where he partnered with Brazil PE firm, business case was built a lot on cost takeout...has cost Berkshire almost 4b lossMy point actions speak louder than words.

I graduated from Boston College in 2010, went into tax accounting for a few years and then joined a PE firm as a fund accountant about a year and a half ago.I'm very excited to join the community and have already become addicted to the BP podcasts.

I now have established a Checkbook IRA (SDIRA LLC) which owns shares of a different PE Fund.

One of the Equity Trust executives was able to bulk sell 40 of his 57 properties to a PE firm.

I see you are from Maui and each area has permit limits see http://www.co.maui.hi.us/1206/Bed-and-Breakfast-Pe...

This also ignores the supply issue, concessions, higher marketing costs, or class A so it's not a cut and dry answer.Lastly, consider the potential distress in office, retail, and hospitality assets and that PE funds and developers are foaming at the mouth to get a piece of the pie.

There are plenty of PE firms which own assets and own the serving company as well and then generally creates clouds of confusion.