Ken Heebner, co-founder of Capital Growth Management and portfolio manager of CGM Focus Fund, thinks bonds are especially dangerous right now, but he’s bullish on the housing market and on the largest U.S. banks. He’s scheduled to appear on “Consuelo Mack WealthTrack” on public television tomorrow to discuss his views in these areas, but we got a sneak preview of his interview today. He explained why he made such a huge short bet on Treasury bonds (21% of his portfolio). He believes that when the bubble bursts, investors who are long on bonds are going to be hurt a lot….
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