Ken Heebner is a momentum investor which I can’t really relate to, but as far as making macroeconomic calls he has a strong history.  His points on the housing market are absolutely correct.  There is going to be a tremendous amount of money made on the recovery, and just as people were to bullish on housing for years, they have become too bearish.

http://www.gurufocus.com/news/170488/ken-heebner-thinks-a-turn-in-the-housing-market-is-going-to-jump-start-the-american-economy

INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.