It’s very rare you hear much market commentary from SAC Capital boss Steve Cohen.
He’s being interviewed at the SALT conference in Las Vegas, and some his commentary is on Twitter.
- He’s calling the deficit the “elephant in the room” but predicts it will be fixed because the market will demand it. (via @milesnadal)
- Cohen predicts a market pause but a rally in the second half.
- More than anything he’s worried about a growth stallout in 2012.
- The commodities selloff, he says, markes a good time to get into energy equiteis (via Nathaniel Baker)
We’ll pub more as we see it.