Below please find the latest from Robert Rodriguez the legendary manager of FPA. Now that he is back from his sabbatical he is as nervous as ever. Basically saying more of the same policies can only result in another crisis. Pretty spooky stuff, especially considering this guy has nailed the last two stock market downturns and has a very enviable track record in both the bond and equity worlds (not many if anyone can lay claim to that).
Enjoy.
Robert Rodriguez More of the Same 2011
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