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@ Wade, I don't have the data from February, but the puts were $3 about a month ago, versus $15 Friday.

@ Winks, This is a blog about my opinion and analysis - both right and wrong. Expect to hear more of the same. Practically no one was bearish on Goldman, which goes to show that many were looking at name brand vs the numbers, macro outlook and the political environment. I am not shy about point that out, particularly considering the flack that I got about being bearish on them in the first place.