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Passport Capital – Bearish on Much of the World for a Multitude of Reasons

August 07, 2012 | About:
CanadianValue

CanadianValue

212 followers
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

About the author:

CanadianValue
http://valueinvestorcanada.blogspot.com/

Rating: 2.7/5 (6 votes)

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