Worry over U.S. budget deficits was pervasive at the Skybridge conference, but equally...

|By:, SA News Editor

Worry over U.S. budget deficits was pervasive at the Skybridge conference, but equally consistent was the notion that "right now, we're OK." Add Leon Cooperman to those able to compartmentalize: "We're heading for a crisis. I just don't know when. [But until then] equities are the best value in a bad neighborhood" - specifically, GM, ETFC, RIG, TEVA, CVS.