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Passport Capital – Bearish on Much of the World for a Multitude of Reasons
Posted by: CanadianValue (IP Logged)
Date: August 7, 2012 11:17AM

Passport has the following key views/positions:

- Bearish on most of the world on belief central banks have fixed nothing but prices.

- Long Brent crude.

- Long Saudi Arabian equities.

- Long gold.

- Sees recession in 2012 or 2013.

H/T

Passport - A Letter From John Burbank - March 2012




Guru Discussed: John Burbank: Current Portfolio, Stock Picks
Stocks Discussed: SPY, DJI, QQQ,
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