One tool I use to position myself, long or short, is any strong correlation in the 10 Year Treasury Note yield and an interest sensitive asset.
Look at Terreno-Reality. There is a CAUSE & EFFECT you can use. A classic predictive tool.....
The INVERSE relationship when interest rates fall and real estate assets rise.
Caution: TRNO-is also rising because it has a sound business plan. So falling rates alone will not save a poorly run company.
But it sure will enhance a company such as-TRNO. This is why I have been long TRNO-many times.
One other thing. The stocks I have featured, ADC-TRNO-MNR, all have great dividend yields as well as great earnings.
This would be one reason why the INVERSE relationship is so strong.
Martin Zweig taught all of us to NEVER FIGHT THE TAPE. I don't.
When I see a good or a STRONG INVERSE RELATIONSHIP I act on it.
As always, good luck to you.