I am also leaning towards this helicopter view but the time lines in this play are long, very long. So you have to be prepared to find yourselves early in the game. Very very early. Concrete this could mean that you buy an asset aiming for appreciating while it continues to linger for another 5-10 years. You've got to have the balls and stamina to go through all this; it's the long waves that you will be riding.

Essentially your outlook is 20-30 years for each wave. Something completely different from trading penny stocks.

For those who want to read some similar writings, see the following blog post (also read the update a few years later). Still waiting but the 'flippening' can't be far away): http://parcontre.blogspot.nl/2008/08/what-is-problem.html