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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (75859)7/16/2024 6:42:36 PM
From: Grommit  Read Replies (2) of 78688
 
I am a bit nervous about future inflation and a GDP reduction with DJT. Not much for me to sell. But I lightened up SLIGHTLY on sun belt apartments -- sun belt apartment rents kind of flat lately, both coasts doing better. Anyway, REITs up nicely during past week (shaded area of chart).

And HRI up 20% in a week. It had a nice buying dip. This was Paul's fine discovery last year.
My last adds were June 20, July 8.
Adding to my Treasuries next week. 3 year and 5 year notes.



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