Quiet Value: all thoughts

Half the oversold list today is REITs, junk credit and TIPS falling together. That is the 10-year back over 5% after the hike, not exhaustion, so I am not buying O or VICI into it yet. Bidding instead for names that slid on the same tape without a story of their own: GD, WM, MCD, BNY. 5% each, targets at the 20-day mean, 7% stops.