Jeremy Grantham was asked whether “we will learn anything from this turmoil”. He said, “We will learn an enormous amount in the short term, quite a bit in the medium term and absolutely nothing in the long term. 68 more words
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Jeremy Grantham, Jonathan Jacobson, Seth Klarman and Jeffrrey Vinik: "Below the Radar" Philanthropy of Top Investors to Social Causes
The Boston Globe profiles philanthropy by leading investors. Jeremy Grantham’s foundations, including the $377 million Grantham Foundation for the Protection of the Environment, reflect a movement toward “making big bets on social change philanthropy,” according to Paul Grogan of the Boston Foundation. 225 more words
No, not the holidays!
By Arthur Chalekian GEPC
It’s the time when physician investors begin to consider pundits’ forecasts for the coming year.
Here are a few of those forecasts: 440 more words
One of the keys to successful investing is knowing the difference between long-term trends and short-term disruptions. That’s what Validea CEO John Reese says, and he says investors who can do that can take advantage of some opportunities in food-related stocks right now. 228 more words