The Debts of the Spenders: CRE Correction

It appears I was a tad overoptimistic on the bullish side for CRE analysis. I am not a credit trader so there is a bit of a learning curve to overcome (I am focused on the equity and currency side).

Here are some more realistic assessments of the sector:

http://www.bloomberg.com/apps/
news?pid=20601087&sid=aiKI_A73Yye0&refer=home

http://zerohedge.blogspot.com/2009/04/
what-are-credit-markets-implying-for.html