Ignore the banks, the housing bubble is real, page-2

All of the worlds' currencies are being printed to infinity, asset prices are being pumped up by this.
Borrowing money that is then inflated away on pumped up assets is a sure fire way to create wealth - until the bubble bursts and credit and wealth is destroyed.

Timing the exit is the age-old dilemma, leaving early misses out on gains, leaving too late means you're wiped out.