Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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From: Yulya	4/22/2009 8:29:49 PM
	of 116555

When comparing the top investment banks, Goldman has - by far - the greatest gross and net exposure to off balance sheet risk. boombustblog.com Long story short, if you are bullish on commercial real estate and CLOs, then you may want to be bullish on Goldman. However, if you foresee any real estate problems, then this heavily laden, heavily valued, publicly traded fixed income and real estate hedge fund may not be seeing the best of days in the near to medium term! boombustblog.com

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