Fifty percent of the stocks in the U.S. yield more than government bonds today. Leon Cooperman (Trades, Portfolio) believes this means that investors think that interest rates are going to rise.
Cooperman himself is finding tons of stocks that currently have attractive valuations.
In the videos below, he tells us how likely he thinks a recession in the future is and weighs in on the problems at Valeant (VRX, Financial).
