No, it’s not a new law firm, each of these renowned investors have put out new thoughts/predictions in the past week. The wonderful aspect of markets is that there can be wildly differing viewpoints but that several strategies/approaches can do well. So be prepared to sit down and spend hours on them. Byron Wein – […]
Read More →The discussion of bubble forming is explored in the latest paper from GMO’s Jeremy Grantham, he begins with the history of bubbles, the formation of bubbles and the current stage of the current one. It’s quite the read and he’s arguments are logically formed however I like to say, its hard enough trying to figure […]
Read More →So, to summarize, stock prices are held up by abnormal profit margins, which in turn are produced mainly by lower real rates, the benefits of which are not competed away because of increased monopoly power, etc. What, we might ask, will it take to break this chain? Any answer, I think, must start with an […]
Read More →Both the big boys came out with papers in the past week, JG gives a rather decent explanation on immigration, brexit and markets in general whilst Bill Gross does touch upon questions that have been on his mind. Snippets are below and a link to both papers. Oh and I haven’t forgotten that today is voting day […]
Read More →GMO’s latest quarterly letter is out and as usual it is a must read with several points covering the markets, valuations, asset classes and outlook. Here’s a small tidbit below and a link to the letter. My personal fond hope and expectation is still for a market that runs deep into bubble territory (which starts, […]
Read More →Jeremy Grantham of GMO is another must read quarterly letter, this time around he writes about the dreams of opportunities, cultural differences, the potential of the biggest M&A boom to come and how equity markets are still likely to do fine, even though he expects returns to be sub-par on a 7 year basis. Enjoy. […]
Read More →Wonderful short interview with Jeremy Grantham of money management firm GMO where he basically covers his thoughts on the Fed policy and the so called Bernanke-Put that has helped to keep asset prices high. I do keep my eye out for when/if rates may turn, for when/if the VIX may hit high levels again, for when/if Gold may decide to […]
Read More →You always learn something by reading his thoughts…here he covers the US election, resource prices, thoughts on the market and the shift in demographics globally and the impact it has on his thoughts of investing @ the moment. Enjoy! How do you see the global economy today? I’ve been obsessing about the shift in resource […]
Read More →Another fantastic quarterly letter from Mr. Grantham, I was reading this on the plane to and from Myanmar last week and he talks about his current asset allocation thoughts and how career risk plays a role in the investment industry today. For my team and I it really does explain the situation we are in […]
Read More →Jeremy Grantham, GMO’s Chief investment strategist, recently released his 4Q 2011 newsletter and its quite the read at 14 pages. He covers his thoughts on investing in general, capitalism today and investment observations for 2012 Some brief points to take away from it: Overpricing exists in debt markets such as the US and UK Stocks […]
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