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marcis

10/19/21 6:42 PM

#43155 RE: marcis #43154

This HOMU is a position play. As one aspect in the portfolio. The position is that the failing overheated construction debt needs to be addressed

Like NYC late 1970’s was overheated without big Wall Street $$$ backing Japanese big $$$ came in NYC and bought up the debt only to sell a few years later for big $$$’s