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Jeremey Grantham's 'Longest Quarterly Letter Ever'


Evolveus
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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.

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