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NewsWhore
02-22-2012, 03:10 PM
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Cooperman Shuns Treasuries; Favors Stocks (Transcript) (http://news.google.com/news/url?sa=t&fd=R&usg=AFQjCNFFLKzEU1BgDzev0cDTQxvUDiQQmA&url=http://www.bloomberg.com/news/2012-02-22/cooperman-shuns-treasuries-favors-stocks-transcript-.html)
Bloomberg
COOPERMAN: Sure, currency - exactly. ERIK SCHATZKER: Now - and what's the fifth one? COOPERMAN: We do 3% of the fund in gold. Well, the fifth is the macro. So, the first is market direction. ERIK SCHATZKER: Okay. COOPERMAN: Second is asset allocation.

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