From The Pragmatic Capitalist:
John Paulson has done an about-face since his very bearish position last year. First it was the reflation trade, now it is full blown bullishness.
In a presentation earlier this week, Paulson said he still finds the equity markets very compelling and currently has no short positions in the credit markets - where he made a killing shorting sub-prime in 2008.
Paulson said...
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