Looking into the presidential cycle, systemic eurozone issues, good news on the US credit situation, and the wonders of confirmation bias in today's Further Reading...
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Posts Tagged ‘ Jeremy Grantham ’
Further Reading: Let Them Eat the Young Edition
Further Reading: Fried Bread Pudding Poboy with Rum Sauce Edition
Desired Dessert tastings in New Orleans, Jeremy Grantham goes on a rant, Rob Arnott chimes in, economic data and more in today's Further Reading.
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James Montier Interview
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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The View from the Bluff: The Return of Risk
For the second straight year we have seen the old saw about selling in May work out. Selling July 22nd would have been wonderful as the market has been down almost every day since. Good things come from every crisis however and we welcome investors...
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Value: Valid versus Invalid Methods and Data
Mark Hulbert addresses a topic that is quite timely. When different advisers or commenters arrive at different conclusions, especially when they seem to be using the same type of reasoning, how do we know what to think? Frankly, most of the time we humans tend to choose the conclusion which we want the data...
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Ten Lessons Not Learnt
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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Jeremy Grantham: A Must Viewing
As far as I know Jeremy Grantham has never appeared for the general public on TV or video. We get a real treat from Consuelo Mack of Wealthtrack with Jeremy dispensing advice about where the market is now. Like myself he sees the market as reasonably cheap, but not spectacularly so. He gives sound...
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Todays Links: The View from Here
Yesterday was one fo the best days ever for the stock markets: What does it mean? I think it ultimately depends on factors unrelated to the move itself. Econompic provides us with some context: Obviously large one day moves in and of themselves tell us little about what is to come. So, let us...
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Jeremy Grantham in Favor Again
The Financial Times writes of his feeling of vindication. Jeremy never falls out of favor here, but then, we are a client. Inevitably when he is early, as he generally is, people take it as a sign he is wrong, and note the returns he gives up when he frequently goes against the tide....
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Jeremy Grantham on Career Risk
In line with the comments in the previous post about the reasons people invest the way they do, and repeatedly fall for the excesses of short-term speculation, Jeremy Grantham has long spoken of the career risk of unconventional success and failure. The great paradox of our business is that reducing or avoiding real risk...
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