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GMO Latest Letter


vinod1
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Here is the latest from Grantham. He acknowledges the mistakes made in his 2011 commodities call.

 

I was shocked and disappointed when Grantham has written in 2011 about commodities entering a new paradigm. I thought he has lost it. Welcome back Grantham to reality!

 

Also attached is the original 2011 letter.

 

Vinod

JGLetterALL_1Q11.pdf

keeping-the-faith-and-part-1-always-cry-over-spilt-milk-and-part-2-updates.pdf

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