In his latest paper titled Sustainability Or Bust: The Sheer Impossibility Of Eternal Compound Growth, Jeremy Grantham argues that focusing on GDP growth is not important. Even with a declining GDP due to shrinking population and reduced resource consumption, a high quality of life can be achieved through technological advancements … Read More
Jeremy Grantham: Understanding the Intertwined Bubbles: 2021 Market & AI’s Impact
In his latest article titled The Great Paradox of the U.S Market, Jeremy Grantham admits that while there is no clear historical analogy to this strange new beast (AI), but his best guest is still that this second investment bubble – in AI – will at least temporarily deflate and … Read More
Jeremy Grantham – Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
GMO: The Compelling Case for High-Quality Deep Value Stocks
In his latest article from GMO, Ben Inker argues that higher quality deep value stocks are currently very cheap and a great investment opportunity. Here’s an excerpt from the article: There is no lack of academic literature on quality and related topics, and my apologies to any whom I’ve offended … Read More
Jeremy Grantham: We Should All Expect Something Pretty Bad This Time
During his recent interview with Nate Hagens, Jeremy Grantham explained why we should all expect something pretty bad this time. Here’s an excerpt from the interview: Grantham: 2000 was another humdinger, bigger and better than 1929, full of absolutely crazy behavior. The housing bubble was very much a housing bubble, … Read More
Jeremy Grantham – Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Jeremy Grantham: Real Estate Is In An Unsustainable Global Bubble
In this interview with The Compound, Jeremy Grantham explains why the real estate market has created a global bubble, causing house prices to skyrocket. He believes in the long run, house prices are expected to decrease due to the unsustainable nature of the market. Here’s an excerpt from the interview: … Read More
Jeremy Grantham: “Meat Grinder” Ahead For The Stock Market
During this interview with Merryn Talks Money, Jeremy Grantham believes that the stock market is in a bear market and that the recent rallies are temporary reprieves. He points to the fact that the rallies have occurred in the middle of a great bubble that is on the way down, … Read More
Jeremy Grantham: Persuade Yourself That The Investing World Is Typically Wrong
In this presentation with LiveWire Markets, Jeremy Grantham explains why the investing world is typically wrong. He argues that the investing world is too optimistic and too willing to go with the group, and that this leads to people making bad investment decisions. Here’s an excerpt from the presentation: Grantham: … Read More
Jeremy Grantham: Quality Stocks: The Only Free Lunch in the Investment Business
During this interview with The Compound, Jeremy Grantham explained why quality stocks are the only free lunch in the investment business. Here’s an excerpt from the interview: Grantham: Quality has a claim on being the most mispriced characteristic in the marketplace. In the old days we used to be interested … Read More
Jeremy Grantham: The Market Is A Coincident Indicator of Comfort
During his recent interview with The Compound, Jeremy Grantham explained why the market is a coincident indicator of comfort. Here’s an excerpt from the interview: Grantham: The model suggests it will if the world were to behave like it has behaved in every other major bubble. That’s all it would take. … Read More
Jeremy Grantham: The Worst Mistake That The Average Investor Makes
During this interview with Bloomberg, Jeremy Grantham discussed the worst mistake that the average investor makes. Here’s an excerpt from the interview: They get far too enthusiastic. And I understand that. I can get pretty enthusiastic about about new deals, new start ups when people are presenting them. I like to … Read More
Jeremy Grantham: How We Made Money Despite The S&P Being Down 50%
During this interview with David Rubenstein, Jeremy Grantham explains how he was able to make money despite the S&P being down fifty percent. Here’s an excerpt from the interview: Grantham: In ’98 and ’99, of course, was a glorious bubble, and it just went up and up and up. We … Read More
Jeremy Grantham: Recession Coming & Running Deep Into Next Year
During his recent interview with Bloomberg, Jeremy Grantham is predicting the likelihood of a recession running deep into next year, accompanied by a drop in stock prices. Here’s an excerpt from the interview: Grantham: The deflationary forces from the tech stocks breaking in 2021 probably too big. The power of … Read More
Jeremy Grantham – Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Jeremy Grantham: There’s A 70% Chance Of A Market Crash
During his recent interview with WealthTrack, Jeremy Grantham explained why there is a 70% chance of a market crash. Here’s an excerpt from the interview: Grantham: As you know I’m only interested in the really great bubbles like 1929, 2000, and 2021 are the three senior bubbles in U.S stock … Read More
GMO: U.S “Deep Value” Stocks (Cheapest 20%) Are Super Cheap
During his recent interview with Meb Faber, GMO’s Ben Inker explained why U.S deep value stocks are super cheap. Here’s an excerpt from the interview: When we’re talking about value, the default way most people think about it is halves of the market. So there’s the value half of the … Read More
Jeremy Grantham: How The Changing Face Of American Capitalism Has Impacted Investors
In this interview with TIP, Jeremy Grantham discussed the changing face of American capitalism, and its impact on investors. Here’s an excerpt from the interview: Grantham: And what we have today, increasingly now for 20 years, is a style of capitalism where the stockholders are leaning on the corporations to … Read More
GMO: Investors Should Consider Shorting Junk Stocks
In their latest Q1 2023 Letter, GMO explained why investors should consider shorting junk stocks. Here’s an excerpt from the letter: Junk stocks not only underperform, but they do so with higher volatility and particularly struggle when times get tough. Hence, Junk companies are interesting candidates for shorting in general … Read More
Jeremy Grantham – Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More