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Van Hoisington - 4Q 2010 report


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Yes, I too appreciate the post.  I always read Van Hoisington, but rarely remember when it's due to be published. 


They're still bullish on bonds.  Prem sometimes aligns FFH with the Hoisington view of the world.  Wonder if FFH asset allocation will lighten up on (overvalued?) equities in favour of sovereign debt?




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