Discussing his firm's recent performance with investors, John Paulson is sticking with his...

|By:, SA News Editor

Discussing his firm's recent performance with investors, John Paulson is sticking with his thesis that the economy is doing just fine and stocks remain cheap. He's lost money on his long bank positions, but remains bullish on the sector. Still long gold and the miners, he's especially excited about AngloGold (AU).