All posts tagged "gmo"

  • 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
  • Mutual Fund Cash
    Several Top Performing Funds Clinging to Cash

    Blog author "jcoumarianos" at Institutional Imperative reports that a number a highly performing mutual funds have a built up substantial cash hoards.

    • Posted August 8, 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
  • Ben Inker - Grantham Mayo van Otterloo
    Interview With Ben Inker, Asset Allocator at GMO

    Weathtrack’s Consuelo Mack began her introduction of Ben Inker by commenting that no one knows how central bank’s experiments with new forms of monetary stimulus will turn out. Mack pointed out that bond funds have had inflows...

    • Posted April 22, 2013
    • 0
  • 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, "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
    • 0
  • Another Brilliant Letter By Jeremy Grantham

    Jeremy Grantham has recently published his views in his quarterly letter which exposes the lopsided unfairness of the current situation, and past manipulations, inflicted upon investors by the Fed. Grantham recognizes a decision has been made to...

    • Posted April 26, 2010
    • 0
  • A Dangerous Bubble is Forming in China

    Avner Mandelman comments on the views of GMOs Edward Chancellor who has penned a research paper pointing to the factors leading to a major bubble developing in China. First, here are Mr. Chancellor’s 10 criteria for mania:...

    • Posted April 11, 2010
    • 0