GMO: Value Is Poised To Outperform Growth

Johnny HopkinsJeremy GranthamLeave a Comment

In their latest article titled – Value vs Growth – The Unwind Continues, the team at GMO explains why Value is poised to outperform Growth. Here’s an excerpt from the article: Crucially, what both of those arguments are failing to take into consideration is valuation. We believe that Value will … Read More

GMO: The Best Places To Fish In This Market

Johnny HopkinsJeremy GranthamLeave a Comment

In their latest Q2 2022 Market Commentary, GMO discusses the best places to fish in this market. Here’s an excerpt from the commentary: You have heard us beat this drum before, but we are happy to repeat ad infinitum that valuation-driven investing works in the long term. Inflation, and policymakers’ … Read More

Jeremy Grantham: This Market Feels Like The 1970’s

Johnny HopkinsJeremy Grantham1 Comment

In his recent interview on Straight Talk with Hank Paulson, Jeremy Grantham explained why this market feels like the 1970’s. Here’s an excerpt from the interview: Grantham: Phase Two, which I really worry about is this whole thing morphing into what I call the 1970s. Underlying inflation as an everyday … Read More