Reits higher, Banks higher, puts lower...The S&Ps are bid once again - no selloffs - stocks are golden. CSFB put out a piece that the global risk appetite has gone from panic to euphoric levels. Duh. I guess yesterday was a one day wonder for me , MPGpA is my best position today - as people continue their pursuit of all things commercial real estate. Citigroup is getting a big pop today - a certain bald commentator was backing it last night. Im not sure what to do here - so I guess Ill read the paper.
JB
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