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 ‘ stimulus ’
Today’s Links: The Grinding Gears of the Economy
The GDP numbers came out yesterday. For a breakdown, including the inflation component, go here. For the announcement from the BEA go here. The Fed also cut rates by 50bps. Here is the Journal’s story. Reactions: Barry Rithotlz- Q4 GDP: El Stinko! • Consumption slowed to 2% from 2.8% in Q3; I suspect that...
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