Friday, Aug 07, 2009

From the horses mouth

Goldman Sachs: State of the Market

Some weekend reading from the vampire squid. Looks bearish on commercial real estate.

Posted by bellwether @ 04:07 PM (690 views) Add Comment

5 Comments

1. bellwether said...

Takes a while to download incidentally but well worth a look and very prettily laid out too!

Friday, August 7, 2009 04:26PM Report Comment
 

2. 51ck-6-51x said...

Well a quick skim seems to show a very bearish attitude, however it is basically marketing by the securitized products desk, who see the opportunity to push some products, so do read it with that in mind too.

Friday, August 7, 2009 04:46PM Report Comment
 

3. 51ck-6-51x said...

^^ oops, securities division, but whatever :)

"""
This is not research and is not intended as such. This has been prepared by individuals on the sales/trading desks of the Securities Division. This material does not represent a formal or official view of Goldman Sachs as the views expressed herein are solely those of the authors, which may differ from those of Global Investment Research.
"""

Friday, August 7, 2009 04:48PM Report Comment
 

4. Al Young said...

http://www.youtube.com/watch?v=GmU3xoFrPJM&feature=PlayList&p=5220871F67FE3F68&playnext=1&playnext_from=PL&index=45

an ad for strongbow me and my mates did. it may cheer you up

Friday, August 7, 2009 10:24PM Report Comment
 

5. little professor said...

Crashed my browser - could have done with some warning that it was a heavyweight pdf

Friday, August 7, 2009 11:35PM Report Comment
 

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