John Burbank of Passport Capital is predicting continued weakness for emerging markets and a slowdown domestically, which he believes will force the Federal Reserve to reverse course on its stance…
Day: September 22, 2015
Passport Capital’s Burbank Betting Against EM & Commodities (And Getting it Right!)
John Burbank of Passport Capital is predicting continued weakness for emerging markets and a slowdown domestically, which he believes will force the Federal Reserve to reverse course on its stance…
Quality Matters for Small Cap Investing
Cheap stocks with higher return on equity and lower leverage have outperformed other small stocks, based on comparing the portfolios of deep value small-cap funds (such as Aegis Value, down…