You won’t find many investors with an all encompassing market understanding like Leon Cooperman. He’s one of the only investors I know of who has a truly comprehensive micro and macro perspective. In fact, his views on value investing combined with a macro approach are so well thought out that I find myself questioning my own top down approach every time I hear Cooperman speak. You should check out his interview with Barry Ritholtz if you haven’t listened to it.
I tuned into Bloomberg for a few minutes yesterday and was pleasantly surprised to find him discussing the markets. He offered five reasons to remain bullish:
Source: Bloomberg