Some links
China:
– Paul Krugman thinks it is game over for China
– China bear Jim Chanos in the meantime is short Caterpillar
– A similar trade from Andreas Halvorsen: Short Kone
– in the meantime China is building the tallest building in the world
Carson Block in the meantime is shorting American Towers
Book review “What’s behind the numbers” from Old School Value
A blogger looks at Kleeman Hellas
Mebane Fabers “shareholder yield” book is currently free on Amazon
value and opportunity 
One more interesting read I would like to point out to you is the recent (and final) letter from Leucadia founders Joe Steinberg and Ian Cumming. A summary of decades as successful value-investing…. .
Click to access luk_c-p2012.pdf