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I hate to burst your bubble, but both AHL and DRYS are cyclicals. DRYS is obviously cyclical due to the nature of the bulk shipping industry. AHL is driven by the underwriting/insurance cycle. I think both are attractive, but don't fool yourself into thinking either are "set and forget" positions.
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"And Jesus spake, 'Become thou now fishers of adjustable rate mortgages'" - New Conservative Bible
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