GMO’s Jeremy Grantham says that the world is in the midst of a “paradigm shift”, one that involves a skyrocketing population and dwindling resources. And, if we don’t act soon,…
Tag: Jeremy Grantham
Grantham, GMO See Small Cap Trouble
While small-cap stocks have had an excellent run, top value investor Jeremy Grantham and his firm aren’t too high on the little guys going forward. GMO, Grantham’s firm, has released…
Grantham Growing Bearish
GMO’s Jeremy Grantham says people may be underestimating the impact the Japan crisis will have on the rest of the world, and says he’s growing less confident that the “Presidential…
Grantham Planning to Cut Back on Equities
GMO’s Jeremy Grantham is planning to cut back on his equity holdings, though he thinks stocks could continue to rise in the short term before hitting a roadblock, TheStreet.com reports.…
Grantham on Why Bubbles Matter
In the second half of his year-end letter, GMO’s Jeremy Grantham takes a look at numerous asset bubbles throughout history, warning investors to ignore bubbles at their own peril. “Responding…
Grantham on Commodities, The Presidential Cycle & What Whale Sightings Mean for Investors
GMO’s Jeremy Grantham has released his fourth-quarter 2010 letter to shareholders, and Part I of his always-intriguing commentary is filled with short-term bullishness and long-term bearishness. “Be prepared for a…
Yacktman, Stattman Still High on Big Blue Chips
Several top value managers who keyed on large stocks — to their portfolios’ detriment — in 2010 are continuing to focus on big blue chips as we head into 2011.…
Grantham Says There's Value in Cash
GMO’s Jeremy Grantham says that both bonds and stocks are overpriced, and that investors should have a substantial portion of their portfolios in cash, allowing them to take advantage when…
Grantham Bashes The Fed, Still Likes High Quality
In his latest market commentary, GMO’s Jeremy Grantham says the Federal Reserve has caused extensive damage to the economy by its manipulation of interest rates and asset prices, and is…
Gurus Still Keen on Blue Chips
A number of top value investors are continuing to see big bargains in big blue chips. Among them: money manager and columnist Whitney Tilson. “If you’re worried about a feeble…