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Just a Thought

February 23, 2007
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    Out of the 11 guru portfolios on The Kirk Report (Swensen, Stein, etc) not a single one had any allocation to commodities…

    Swensen, who places 30% of his endowment in Real Assets, doesn’t recommend it for the retail investor. . .Why not?

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      MEB FABER is co-founder and the Chief Investment Officer of Cambria Investment Management, and author of multiple books.

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