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Msg  47735 of 49128  at  12/2/2023 9:29:59 AM  by

MarkfromReston


FOMO

Well it looks like we are in full blown FOMO mode. I looked at a few charts and it appears that much of the declines from the summer have been recouped. I couldn’t help but notice several articles and commentary about all the “cash on the sidelines” that is now going to come into the market. Saw articles in Barron’s about closed end funds that are selling at big discounts including funds of funds, and several other ideas like the cell tower stocks - CCI, which I owned several years ago is under pressure from Elliot Management and already jumped, but AMT has been down. Those articles mentioned some other ideas including a mortgage ETF and a commodity fund that takes advantage of the roll in any commodities that are in backwardation.


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