Tags » Jeremy Grantham

Ding!

Jeremy Grantham’s 2250 is here. Now an “official” bubble.

Government

Au Naturel

We’ve written before about our positions in natural resource sector companies. They were key to both our pain in 2015 and our pleasure in 2016. 326 more words

Mark Leibman

8 Aug 2016 (AFR) - Bear growls as share prices soar; Investors shrug off warnings as US market heads to bubble territory

(8 August 2016, AFR, p28, by Karen Maley)

‘You’ve got to hand it to the legendary US investor, Jeremy Grantham. Back in May, Grantham, the co-founder and chief investment strategist of GMO, a Boston-based fund manager with $US99 billion ($130 billion) in funds under management, argued the US Federal Reserve was hard at work inflating fresh asset bubbles. 113 more words

1.Market Observations

It Does Not Compute

Jeremy Grantham’s discussion of the economic issues behind the immigration crises facing the world stunned me. Somewhat hypnotized by the religious and cultural issues, I simply had not realized the magnitude of the problem. 221 more words

Government

Do we learn anything from crisis?

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

Amit

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

Gurus

A Bearish View from GMO’s Grantham

Ben Inker and Jeremy Grantham of Grantham, Mayo, Van Otterloo & Co. issued a quarterly letter suggesting the bull market cannot last much longer. Inker writes that the U.S. 75 more words

Gurus