I'll try to find a public copy to post if possible. Thinks commercial RE is doomed. Having a fairly amazing year.
Pretty sure I said that two weeks ago. Have Carl send me a check. Edit.... Nevermind, he said it back in March too. https://www.cnbc.com/2020/03/13/ica...id-market-turmoil-commercial-real-estate.html
That is why Icahn is so rich. He never sends checks. He just receives them: dividend checks, investment advisory checks etc.