This commentary originally appeared on Dec. 20 at 9:30 a.m. EST on Real Money Pro -- for access to all of legendary hedge funder manager Doug Kass's strategies and commentaries, click here. The point I have been trying to make over the last week (that has clearly not been heard!) is that we are already seeing the benefits of the eurozone's plans to defuse the debt contagion and crisis in the form of lower (in certain cases, much lower) sovereign bond yields. It is why, coupled with the dour investment sentiment and improving high-frequency domestic economic statistics, I have been expanding my net long exposure. ...
Sovereign Debt Is No Secret
twocents@thestreet.com (Doug Kass), The Street
Tue, 12/20/2011 - 10:30am
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