Jeremy Grantham: Beyond GDP: How Technology and Qualitative Growth Can Lead to a Better Future

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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 – Top 10 Holdings – Latest 13F

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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: Investors Should Consider Shorting Junk Stocks

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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