Archive - Dec 7, 2009 - Blog entry

Project Mayhem's picture

Good morning, worker drones: This Week In Mayhem





Gold takes a hit to the chin, Nobel 'Peace Prize' winner Obama escalates in Afghanistan, doctored jobs report causes mayhem in sentient AI, ECB to discuss potential Greece debt default, Yahoo threatens Cryptome over leaked surveillance document.

 

Reggie Middleton's picture

A Granular Look Into a $6 Billion REIT: Is This the Next GGP?





The magnifying glass has been wiped clean and is re-focused on the under-appreciated, sell side manipulated train wreck that is the commercial real estate space. Goldman has just upgraded the sector and is currently peddling CMBS to to clients who obviously don't believe a thing that I say. I am now provided a peak into a large CRE REIT, down to the property level and will follow up with a look into the CMBS that hold the mortgages behind these properties. Next up, Reggie vs. Goldman, a head to head CRE confrontation...

 

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