Three things worth reading today
GMO’s Jeremy Grantham on Climate Change and Investable Ideas (BusinessWeek) Comment: The always great to read Grantham, gives his ideas re farming as an investment Market Commentary by Byron Wien- Worried About the Second Half (Blackstone) Comment: Wein outlines his worries for the 2H13 GDP growth in the US Howard Marks Latest Memo (Oaktree) Comment: A fantastic read here, Marks […]
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