Grantham On The 10 Things That Really Matter

What’s on Jeremy Grantham’s mind? Ten things, and in his second quarter letter, the renowned value investor lays out the lot of them. As usual, Grantham’s areas of interest go far beyond those of most investment managers. Here, from Barron’s, which published his letter, is his list of the 10 things that “really matter”: Pressure on gross domestic product growth in the U.S. and the balance of the developed world The age of plentiful, cheap resources… Read More

The Gurus Dig Deep For Resource Plays

In his latest article for, Validea CEO John Reese takes a look at some natural resource-related stocks that look attractive right now.  “With the world population continuing to rise, global economies running for the most part on non-renewable resources, and central banks injecting huge sums of money into the financial system in recent years, some of the world’s most successful investors have been bullish on natural resource-related stocks recently,” writes Reese, listing Jeremy Grantham,… Read More

Reese, Grantham, and Resource Stocks

Discussing Jeremy Grantham’s warning on dwindling natural resources, Validea CEO John Reese takes a look at some resources-related stocks that get high marks from his “Guru Strategies” in his latest column for Canada’s Globe and Mail. “Mr. Grantham was one of the few to warn of both the Internet bubble in the late 1990s and the U.S. credit bubble that burst in 2008. Now, he’s issuing another warning, one more long-term in nature, and it has… Read More

Grantham: Resource Shortages Are Looming — Deal with Them Now

GMO’s Jeremy Grantham continues to warn about global resource shortages, saying in his new quarterly client letter that soil erosion and limited supplies of potash and phosphates “are the real long-term problems we face”. Grantham says we have the means and brain power to live sustainably. “The problem is with us and our focus on short-term growth and profits, which is likely to cause suffering on a vast scale,” he writes. “With foresight and thoughtful… Read More