Lance on Feb 11 2008 | Filed under: Asset Allocation, Economics, Great Investors, Housing Market, Risk, Valuation
Jeremy Grantham echoes a few themes here at Risk and Return in this interview with Barron’s:
Secondly, this occurred at a time of what I believe is the first global bubble in pretty well all asset prices, so there is a much greater degree of broad-based vulnerability.
Lance on Jan 17 2008 | Filed under: Asset Allocation, Domestic Equities, Economics, Federal Reserve, Government policy, Housing Market, Risk, monetary policy
Reader ChrisB asks in response to yesterdays link to Anna Schwartz’s comment on the Federal Reserve:
In retrospect, what should the fed have done differently?
Risk and Return is really about implications for investment policy, and thus identifying which factors have implications is key. Pumping for particular policy choices really isn’t our role. Still, in identifying what [...]
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