Weekend Reads

I have come to post most of my links and what I’m reading over on Twitter these days, so if you’re interested you can follow there at @MebFaber


a few good links recently:


Gundlach and Shiller teaming up on CAPE fund http://www.investmentnews.com/article/20130815/FREE/130819947 …

All weather except when it’s raining on bonds. http://www.bloomberg.com/news/2013-08-14/dalio-patched-all-weather-s-rate-risk-as-u-s-bonds-fell.html …

speaking of 13F week – over ten manager clones top 10 holdings are up over 50% YTD. Saba, Baker Bros, Elm Ridge, and Par all up there.


and from some friends:


Great Citi graphic via @valuewalk – Gold miners have spent the last decade burning through $11 bil in cash http://ify.valuewalk.com/wp-content/uploads/2013/08/gold-companies-burn-11b-in-cash.png …

Price to Sales charts for all 30 $DJIA components going back to 1984 http://stks.co/df3h 

The Best Hedge Fund You’ve Never Heard of http://goo.gl/fb/KM7L8 

 Bridgewater All Weather since inception vs 60/40 and levered portfolio. pic.twitter.com/FOTmOHrYxE