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 goes through the impact of confidence on the markets