I wrote here about last week's Sohn conference and the many stock and market tips that came out of it. I didn't cover them all in the first column, so this is just a quick post to run you through some of the rest.
The first speaker, Julian Sinclair, tipped Tata Motors. That was interesting if not particularly scintillating. But his second tip was a gripper. There is, he said, "one last great post-crisis credit trade." That perked the room up. It is shared appreciation mortgages', or SAMs.
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