I made my argument for utilities (XLU or UPW) in relation to commercial real estate (SRS, IYR) but I want to follow up on my previous thoughts concerning the FED and Treasury bailing out the 'too big to fail' banks and not the commercial real estate sector. Is it possible that long financials (XLF, UYG) and short commercial real estate is the trade to be in? As shown, commercial real estate has outperformed finance during this carnage, is it about to change and significantly?
WARNING HIGH RISK AND POTENTIAL BANKRUPTCIES CAN CAUSE STOCKS TO GO TO ZERO! LIKE BEAR STEARNS AND LEHMAN!!!!!!!
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