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Of course they could be wrong - my point is that he isn't just trying to sell you something that he's been burdened with. No one said you need to believe him -
by IncreasePosts 3y ago
Of course they could be wrong - my point is that he isn't just trying to sell you something that he's been burdened with. No one said you need to believe him - I was merely pointing out that him having a position and talking about his belief in the position is quite different from a talking head.
- infecto 3y agoHe is trying to sell you something though. That is my point. Maybe he is wanting to buy CRE at an ultra discount, maybe he is holding an inverse position. The only reason to be so public about bets is because you have some sort of angle not that you have conviction in your public statements/comments.