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John Paulson's getting a lot of ink for his losing gold bet, but he reminds investors his gold...

John Paulson's getting a lot of ink for his losing gold bet, but he reminds investors his gold funds make up just 2% of AUM. His big bets (MTG, RDN, FNF, GNW) on a continued housing recovery are paying off, and he sees further big upside, notably in Radian and Genworth.
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