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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.
Passport - A Letter From John Burbank - March 2012
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