All posts tagged "jeremy grantham"

  • Jeremy Grantham
    Jeremy Grantham is Now a Modest Buyer of Equities

    GMO’s Jeremy Grantham recently commented in his latest letter (August 2011) that his firm is modestly buying equities for the first time since mid-2009. Despite his view that the S&P 500 is worth a mere 950, Grantham...

    • Posted August 11, 2011
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  • Guggenheim Timber vs. S&P 500
    Timber May Be the Best Investment

    Robert Smith, writing for Oregon Business, highlights the attributes of timber as an investment class.   Smith points out that worldwide demand, especially from Asian countries, is contributing to pricing power for wood products derived from timber.  Smith states, “Worldwide demand for...

    • Posted June 21, 2011
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  • GMO Quarterly Letter 1-11
    Jeremy Grantham’s January 2011 Letter

    Jeremy Grantham is out with his new letter. He likens investors to Pavlov’s dogs; conditioned to behave in a certain way. He also provides a valuable history lesson showing since 1964 the 3rd year of the presidential...

    • Posted January 28, 2011
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  • John Hussman and Jeremy Grantham See Eye to Eye

    John Hussman, renowned money manager, has done some research on stock valuations and reaches the same conclusion as Jeremy Grantham regarding high quality large cap stocks.  His analysis shows they are relatively cheap compared to cyclical stocks. From a...

    • Posted December 17, 2010
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  • Jeremy Grantham Interviewed on CNBC

    Jeremy Grantham was interviewed a couple of days ago by Maria Bartiromo. Grantham commented extensively on the Fed’s market manipulations and their path of destruction. He mentioned they have enormous power to sway markets and will create...

    • Posted November 12, 2010
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  • Jeremy Grantham Skewers the Fed….Again

    Jeremy Grantham has released his latest quarterly commentary and it’s excellent as usual. He spends much of it in a diatribe against the deserving pair of rogues Greenspan and Bernanke. Unfortunately for us, as the economy recovers...

    • Posted October 27, 2010
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  • Much More on the Presidential Election Cycle

    Jeff Sommer writes about prevalence of the presidential election cycle, which is the tendency of the market to outperform in the 3rd year after the election of the president. Sommers includes comments from well-known strategists including Jeremy...

    • Posted October 10, 2010
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  • Well Known Investors Extoll the Virtues of Blue Chips

    Several well regarded money managers including Jeremy Grantham, Whitney Tilson, Robert Olstein, and Bill Miller believe there’s good value in the large cap blue chip stocks. Tilson of T2 Partners says Microsoft Corp. is a steal. Its...

    • Posted September 13, 2010
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  • Bracing For Deflation

    Some high profile investors are concerned about deflation, which could prove problematic for economic growth and corporate profits. The worrywarts include Bill Gross, Jeremy Grantham, and hedge-fund managers David Tepper and Alan Fournier. Mr. Gross urges investors...

    • Posted August 2, 2010
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  • Jeremy Grantham, "Slowdown Looks Downright Frightening"

    Jeremy Grantham has released his latest quarterly letter in which he expresses his belief that there’s no inflationary pressures on the horizon. Despite this view, he doesn’t figure bonds are very attractive at the moment and would...

    • Posted July 21, 2010
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