For the general REIT market — the easy-peasy way to gain crisis protection can by found in the Vanguard Real Estate ETF (NYSEARCA:). Core PCE Source Bloomberg U.S. bonds continue to perform well with the lower inflation and improving supply-and-demand conditions noted above. In addition, if you find yourself in San Francisco on Aug. 15-17, please join me at the MoneyShow, where I’ll be presenting my economic and market analysis and my latest investment themes and recommendations.