Friday, August 7, 2009

From the horses mouth

State of the Market

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

Posted by bellwether @ 04:07 PM (1015 views)
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5 thoughts on “From the horses mouth

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

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  • 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.

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  • ^^ 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.
    “””

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  • little professor says:

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

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