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. This is why traditional, long only diversification...
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Posts Tagged ‘ bubbles ’
What should the Fed have done?
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,...
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