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CNBC/Fred Imbert
“Klarman noted that about 31% of the fund’s portfolio was in cash to end 2019.”
USAGOLD note: Klarman is the widely followed analyst who plies his trade at Blaupost Group in Boston. He warns now of a “liquidity trap” undermining economic growth. We missed this report in late January but thought it still worth passing along now.
Repost from 2-7-2020