KobRenInsightManagement.com
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January 2010 Letter From The Portfolio ManagerPotential Surprises for 2010 Each year, when we write our market outlook for the coming year, we like to present our views which, we believe, are not shared by most market participants. Our “surprises” aren't heroic, low–probability long–shots meant to provoke, but instead are views that genuinely capture our outlook.
