seems to be alot of good stuff going on behind the scenes to 'unjam' the credit markets....we have billions this week in corporate debt issuance that will repay the bank lines of credit that have weighed things down so heavily. that's most likely why a gs doesn't really want to shrink its balance sheet: too much opportunity out there. could leh be seeing the same thing?
long gs
Monday, April 7, 2008
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