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FFH top 10 equity holdings


ubuy2wron
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  • 2 months later...

Prem is making a ton of money on Blackberry, most or all of which offset past losses. We should see a big change in his portfolio results. I am particularly impressed in his conviction buying steadily through the decline.

 

He has dramatically reduced his exposure to US banks. He must be expecting a freeze in the credit markets probably caused by events in Europe where he has concentrated his deflation bet.

 

I wonder why his investment in Bank of Ireland does not show up.

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He has dramatically reduced his exposure to US banks. He must be expecting a freeze in the credit markets probably caused by events in Europe where he has concentrated his deflation bet.

 

How does one go about betting on deflation? Short gold or something like that?

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He has dramatically reduced his exposure to US banks. He must be expecting a freeze in the credit markets probably caused by events in Europe where he has concentrated his deflation bet.

 

How does one go about betting on deflation? Short gold or something like that?

Fairfax uses derivatives linked directly to inflation indices. Buying lots of bonds, or bond options, could also work.

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