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Re: gruntstyle post# 603373

Thursday, 04/09/2020 9:57:56 AM

Thursday, April 09, 2020 9:57:56 AM

Post# of 797324
True, but why he has then dived in way too early and with leverage? Going through a bear market rally right now imho in Mreits, GSE's etc

When we get over euphoria about CV peaking, THEN we look at cold reality of job losses, forbearances and worse

And nothing happening on FnF till summer or probably November - no bueno, amigo. I wait till summer