Jump to content

Jeremey Grantham's 'Longest Quarterly Letter Ever'


Evolveus

Recommended Posts

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

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...