JP Morgan analyst Anthony Paolone is understandably not bullish on commercial real estate fundamentals, but since the public market is typically ahead of the private market in terms of valuations, he does like certain REITs.
Brandwine in particular has both refinanced existing debt, and repurchased its own debt on the open market (for a quick explanation [...]
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Does Judge Rakoff Smackdown of Heinous JP Morgan Conduct Mark Beginning of a Sea Change?
(naked capitalism, 2/20/10)
JP MORGAN: THE FISCAL THREAT IS OVERBLOWN
(THE PRAGMATIC CAPITALIST, 3/1/10)
Sold JPM Naked Puts
(My Trader's Journal, 3/2/10)

