Friday Investment Talk: Interactive Brokers Blacklisted, Emerging Markets, Rotation, Ford

The Bank of Russia openly published its blacklist of financial companies after the QBF demise in Russia. Among 1820 entities, Interactive Brokers and Exante are included.

Emerging Markets show strength as PagSeguro (PAGS) posted results demonstrating incredible growth, as we discussed last week. China, Brazil and the relentless Indian market performed well this week.

Our Core Investment Strategy (YouTube explanation available in Russian here), continues to perform well, with one of the ETF holdings hitting new highs this week. Specific stock picks, particularly Ford Motor Company (F), posted decent gains since our recent blog article at the end of May.