Al Rob

How Would Less Buyout Funding Affect Brokers?

Here's my guess.... the stocks will go down.

Managing through this is fine but stocks go up when a business grows... Maybe there is little downside from here but a more important question is.. What is the upside?

Trouble In Paradise? Goldman's Flagship Alpha Fund Reportedly Down 16% in '07

What am i supposed to take away from "However it seems as though the bottom is near and within the next few months buying opportunities could be plentiful for longer term investors"? You need to take decisive action when you feel that buying opportunities are here... "seems" doesn't help. What's your call now?

You seem much less bullish than in your blog post of 7 23 07 when you advised us that "Goldman appears to be masterful at managing its internal risks but they have yet to fully be rewarded for it. The run up of the stock from the 150s to the 220s last year and early into this year should've only been the beginning however a wall was hit and the shares are tumbling back to the 200s. Opportunity? I think so!"

Are you long and strong?