Tags » Jeremy Grantham

Road to Armageddon?

Take a look at this insightful article by Jeremy Grantham in the 4Q 2016 GMO Quarterly Letter (h/t: RME):

“[W]e live in a different world from the one we grew up in.

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Mostly Politics


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


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