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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: estatemakr who wrote (8416)	11/14/2007 10:26:34 PM
From: John Pitera	Respond to of 33421

No, it's probably not that black and white. In terms of them executing flawlessly or blowing up totally. I have to say that I advocate being short GS on a positioning basis looking for them to leave this 233 level and head back to the 155-7 level or even down to the 111 level in the next 2 Quarters. I'm allowed to be wrong but that's my analysis. We have more vulnerability in the valuations of the entire financial sector. And I would strongly argue that we have to see at least one or two major causalties, as financial panics of years gone by. John