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Why Hedge Fund Pain Could Mean Stock Market Gains

March 22, 2016 : Permanent Link

(CNBC) Investors are getting caught paddling upstream, and as they turn their bearish boats around, the tide will continue to rise for stocks, argues Tom Lee of Fundstrat Global Advisors.”Investors are offsides right now,” Lee said Friday on CNBC’s “Trading Nation.” “They’re bearishly positioned at a time when the weaker dollar, rallying high yield [bonds] and the oil recovery are actually quite bullish.”

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