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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Knighty Tin who wrote (16595)7/18/2004 10:31:41 AM
From: rz  Read Replies (2) of 110194
 
You are right. It would be helpful to know Faber's track record. But it's difficult to figure it out, since he does not have a fund but rather manages individual accounts. I thought about him because:
1. The World is his oyster (so he does not have to peddle his limited universe whether it's appropriate at the moment or not)
2. He is value oriented.
3. I remember him making a few excellent calls:
-Russia in 1999 in time of distress
-China (but indirectly), commodities and short USD - 2 years ago
-diversification now (in time of greater uncertainty).
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