Gary A

What Goldman Learned from a Trip to China

Bottom line here is that Goldman thinks that oil will soar and that Reits will tank. I saw a trader analysis from Goldman that circulated on the net a few months ago. They must think that America will be very disabled by commercial real estate while China flourishes. That is an assumption that is based upon decoupling, which has not yet been proven.

But the way to play the Goldman trade could be long oil and short SRS. It is a trade that could work for awhile. I do not pick stocks for people, but am just interpreting the Goldman analysis.