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Non-Tech : Kirk's Market Thoughts

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3:59 PM EST

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Brian Sullivan

Kirk ©

To: Kirk © who wrote (9628)	5/3/2020 1:34:19 PM
From: edward miller	2 Recommendations Read Replies (1) of 26450

I dumped all REITs, admittedly a little late. Since I can't envision people going back to the old normal I am quite pessimistic about the situation in RE. There are so many rents to pay, mortgages to pay, or not. Taking on debt assumed a normal continuation of business that now will never be the same. I can't see how this works, but I am more pessimistic than most based on what I see at SI. I see new lows but I have no idea when or what happens in between. Maybe that's not helpful but you asked if anyone sees another big leg down. I think it's coming but I don't know when. Part of the answer has to be how aggressively monetary measures continue and for how long. Predicting the end game is "way beyond my pay grade" as the saying goes.

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