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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: DebtBomb who wrote (163895)	11/12/2008 2:50:20 PM
From: Perspective	Read Replies (2) \| Respond to of 306849

Actually, I'm tempted to bet that XOM will go back down instead. `BC

To: DebtBomb who wrote (163895)	11/12/2008 2:53:02 PM
From: Perspective	Read Replies (2) \| Respond to of 306849

Seriously, we need a trading thread. I've been building positions against EXPD and CHRW as well. I saw an argument that they were going to prosper in the downturn as they were able to increase their margins since they don't have physical assets. Somehow I don't buy that. However, it also reminded me that the asset-based transport companies are probably pretty good shorts. I've started targeting BNI and CSX. F***ing missed CNW, but maybe I need to review its brothers. `BC