Jeremy Grantham
Jeremy Grantham– Are you ready for 10 years of low stock prices?
I follow Jeremy Grantham because I think his valuation of asset classes is amongst the most accurate. For someone who can forecast asset classes order of returns 10 years ago to what they are now [See this report page 2 and 3 >>] they have to be really really good. For folks who would like [...]
Jeremy Grantham: Market Valuations are better now. Buy High Quality Blue Chips
Drizzt: Jeremy Grantham is someone I really like to read up on, simply because he managed to forecast the long term returns of 10 asset classes and got them correct. I think that is no mean feat, people always forecast and in the end it is pretty far off. This goes to show his valuation [...]
Jeremy Grantham bullish on franchise companies and emerging markets in muddle through economy
At Investment Moats, I have written about Jeremy Grantham’s views in the past because he comes from a macroeconomic point of view. Much macroeconomic analyst focus on economics but do not tied closely to asset class selection well. Jeremy Grantham is one who does it well. You can check out his past views on the [...]
Jeremy Grantham is bullish on Lumbar, Emerging mkts and US Blue Chips
Here are the notes of Mike O’Rourke of BTIG: IN GMO’s 7 year forecast U.S. High quality names are aberrantly cheap and should provide 7.6% real return per year. In constructing a portfolio Grantham said it should be 40% U.S. Blue Chips, 20% Emerging Markets and 30% EAFE Blue chips. Grantham notes that bonds are [...]
Jeremy Grantham endorses the Volcker Rule
In a remarkable development, a Volcker plan for Glass-Steagall-lite has been proposed by the Administration. One minute Paul Volcker, the only financial administrator not called Brooksley Born who has shown any real backbone in the last 30 years, is so out in the cold that his toes must have frozen off, and the next – [...]
