GMO’s Jeremy Grantham has released the second half of his first-quarter letter, and in it he recommends dialing back risk — though he admits he may in the end prove…
Day: May 12, 2011
Tilson Sees Economy "Muddling Along"; Playing Defense with Portfolio
Top value investor Whitney Tilson says that we’re in unusually uncertain times, and that he’s playing defense with his portfolio. “We believe that we are in a period of ‘unusual…
Mobius Still Likes Brazil
Templeton Asset Management’s Mark Mobius says Brazil is continuing its solid recovery from the global recession, and remains an attractive place to invest. In a piece written for the U.K.’s…