All posts tagged "Jeremy Grantham"

  • Marc Faber Boom Doom and Gloom
    Marc Faber Warns of Dangerous Valuations and Crash Ahead

    Boom, Doom and Gloom Report publisher Marc Faber was interviewed on CNBC this week and warned of dangerous equity valuations

    • Posted May 3, 2014
    • 2
  • Jeremy Grantham - GMO
    Jeremy Grantham Thinks Stocks Could Move Up Another 20-30%

    Although he believes prudent investors should forego attempting to catch the tail end of this bull market, GMO's Jeremy Grantham believes stocks have further to run to the upside.

    • Posted November 19, 2013
    • 1
  • Barry Ritholz - FusionIQ
    Barry Ritholtz Comments on Jeremy Grantham’s Expected Returns

    On Bloomberg Television's Street Smart "Chart Attack," Barry Ritholtz of FusionIQ and Bloomberg's Adam Johnson examined GMO founder Jeremy Grantham's 7-year expected returns.

    • Posted August 25, 2013
    • 0
  • Jeremy Grantham - GMO
    Jeremy Grantham Interview with Charlie Rose

    Charlie Rose interviewed GMO’s Jeremy Grantham at length recently. It is a fascinating conversation with a self-professed numbers man. Several notes from the interview include: Grantham commented on the commodity inflation from 2002-2008 where the price of...

    • Posted May 9, 2013
    • 1
  • Jeremy Grantham - GMO
    Notes from Jeremy Grantham’s Latest Letter

    Long-time market tactician and observer Jeremy Grantham, of the money management firm Grantham Mayo Van Otterloo (GMO), released his typically long quarterly letter last week. Like his last letter Grantham expounds on the factors which will...

    • Posted February 15, 2013
    • 0
  • Jeremy Grantham - GMO
    Jeremy Grantham’s Road to Zero Growth

    The latest quarterly letter by GMO’s Jeremy Grantham was released this week. He paints a very grim picture for future economic growth in the U. S. stating, “The U.S. GDP growth rate that we have become accustomed...

    • Posted November 21, 2012
    • 0
  • Jeremy Grantham - Grantham, Mayo, Otterloo
    Jeremy Grantham: The Market is Gloriously Inefficient

    Jeremy Grantham has released his latest investment letter which he dubs, “The Longest Quarterly Letter Ever.”  In it, he blends philosophy with sage investment observations.  It is definitely one of the superior reads in the world of...

    • Posted February 26, 2012
    • 0
  • 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
    • 0
  • 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
    • 0
  • 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
    • 0