Evolveus Posted February 24, 2012 Share Posted February 24, 2012 Grantham's latest, coming in at 15 pages. http://www.scribd.com/fullscreen/82718897?access_key=key-2066mj0700s7qgsrb3nf Link to comment Share on other sites More sharing options...
Viking Posted February 25, 2012 Share Posted February 25, 2012 Interesting read, as usual. Surprised a little to hear that he feels stocks in general are fairly valued. His one pick to avoid at all costs: long term US treasuries (this call has a 10 year time horizon). He also says he has no idea how Europe/China/US recession risks will play out (and it could be ugly) and he struggles with how to incorporate these risks into investment decisions today. Link to comment Share on other sites More sharing options...
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