Wharton Professor and author Jeremy Siegel was pretty accurate with his 2012 market call, and he thinks 2013 is going to be another solid year for stocks. “We’re going up,”…
Tag: Jeremy Grantham
Slow Growth Here To Stay, Says Grantham
GMO’s Jeremy Grantham says those waiting for the U.S. to return to the 3%+ growth rates it has averaged over the past hundred years are going to be disappointed. “The…
Grantham Keeping Head Down Amid Headwinds
In an interview with Charlie Rose for Bloomberg BusinessWeek, GMO’s Jeremy Grantham says he’s going to be quite cautious in 2013. “I am going to be careful, particularly for the…
Grantham: Act Now, Or Food Crisis Could Be Devastating
GMO’s Jeremy Grantham says the world is well into a food crisis that isn’t likely to abate, and that it will have huge sociological, governmental, economic, and investment repercussions. “We…
Grantham: U.S. Stocks Aren't Cheap, But International Stocks Look Okay
GMO’s Jeremy Grantham says that U.S. stocks are not cheap, as many believe, but that international equities are looking more attractive. “You’d lose a ton in U.S. small caps; but…
Grantham on Incredibly Irrational Markets
In his latest quarterly letter, GMO’s Jeremy Grantham offers some very interesting data on the disconnect between the stock market on one hand, and the economy and “fair value” of…
Grantham: Investment Outlook "Not Bad At All"
GMO’s Jeremy Grantham has released his fourth-quarter letter, and, while the often-gloomy strategist focuses a good deal on the troubling flaws of the existing capitalist system, his investing outlook paints…
Grantham's Firm Sees "Mother of All Bubbles" in China
Jeremy Grantham’s firm is taking a very bearish stance on China, believing the country is in a huge infrastructure and real estate bubble. “China is experiencing the mother of all…
GMO High on Quality & Value, Sour on Bonds
Jeremy Grantham’s GMO has published its fourth-quarter update, offering a contrarian position on Europe and outlining its strategies as we head into 2012. The firm says it moved “incrementally into…
Is There A Hole In The CAPE?
While some prominent strategists, including Jeremy Grantham and Robert Shiller, have pointed to the 10-year cyclically-adjusted price/earnings ratio (“CAPE”) as evidence that stocks (in particular the S&P 500) are very…