Are You Waiting for a Seminal Event?

It feels like most of the market is sort of waiting for an event, if you will. I would also say the general sentiment I got in Las Vegas last week from a lot of investors was, I just don't want to be the first one to dive into the pool. It seems like everyone's trying to perfectly price the bottom, even though they were happy to pay at the top. There definitely is comfort in numbers but our view is that we're not waiting for any group of investors to come back to the market.

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