JJ Abodeeley says we are likely embarking on an era where high quality stocks will significantly outperform low quality stocks as we work our way through what will be the third, and perhaps final, painful market decline of the secular bear market and continue that outperformance as the seedlings of the new secular bull...
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There are a few people who I consider must reading in investing. Jeremy Grantham and James Montier are two of them, and now that Jeremy has hired James they are both at the same firm...
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Ben Inker on why Quality is the way to go. While there are always exceptions, at the asset class and sub assset class level we could not agree more.
Occasionally you read something that makes you go “WOW!” Jeremy Grantham in at least half of his Quarterly Letters comes close. The other half of the time he definitely scores. Another person who generally has the same effect, and like Jeremy was a true hero to clients who really listened over the last decade,...
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