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Good post!
One note: Hasn't Kass called long bonds the "short of the decade" since 2010. I know he was buying TBT or calls on TBT back in August 2010.
Commented Aug 1, 2012 on Four Actionable Investment Themes at A Dash of Insight
Four Actionable Investment Themes
This is a challenging time for individual investors. I get emails from many who wonder what they should be doing. While I offer weekly updates in my Weighing the Week Ahead series, the advice is general. I am going to share several specific themes that flow from my regular analysis. While I ...
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