The Real Value in Value Investing
People hold many wrong beliefs; invest accordingly.
From Doom to Boom (and Back): Grantham Sees Stocks Soaring up to 30%, for Now
Stock market scold Jeremy Grantham expects the U.S. market to soar 20% to 30% in the next year or two—before the next mega-crash, at least.
Abandon Bonds? Not So Fast
Rather than fleeing bonds, rethink their role.
Jim Rogers’ 5 Best & Worst Regions for Commodity Investing
Rogers, speaking to The Daily Ticker, is all surprises on where to dig and grow a good commodity play.
Grantham: Fewer Babies, More Windmills ‘Our Last, Best Hope’
Hedge fund manager Jeremy Grantham considers it a lucky thing that wealthy people now view offspring as “inconvenient and desperately expensive.”
Jeremy Grantham: Not as Much Stock Doom With GDP Gloom
In his quarterly letter, GMO’s chief market pessimist Jeremy Grantham reviews new data related to “likely lower GDP growth”—and presents a positive outlook.
Time to Get Rich Slowly: Why Clients Need Advisors More Than Ever
No generation ever needed an advisor as much as today’s Americans. Your job? To help clients scrimp and save, with any spurt of portfolio growth being “a joy to behold.”
Hussman: Market Needs to Fall by a Third Just to Get to Normal
Permabear portfolio manager John Hussman argues that, in the short-term, at least, the stock market is doomed based on valuation fundamentals, correctly understood.
Jeremy Grantham: Growth as We Knew It ‘Gone Forever’
Grantham, the doomsaying hedge fund manager, says data make clear we’re in a new era of 1% growth; echoing Research Affiliates’ Christopher Brightman’s observations.
We Have Not Been Saved
While Nouriel Roubini or Jeremy Grantham can be counted on to deliver prophecies of doom dressed up in the dismal prose of the economics profession, the original doomsayer—the prophet Jeremiah—expressed himself far more vividly, and his poetry speaks to our times.