jeff6666

What Goldman Learned from a Trip to China

if you think that REITs will tank, shdnt you be going long SRS, not short?


On Oct 22 08:27 PM Gary A wrote:

> 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.

Netflix Beats Blockbuster to the Punch - Again

i dont see how just one more settop box moves the needle at all