Jeremy Grantham

Jeremy Grantham - GMO LLC Portfolio Update (portfolio as of 05/16/2013)

Thu, 16 May 2013 22:38:08 GMT

Source: www.gurufocus.com --- Thursday, May 16, 2013
Buy: $EEM , $YNDX , $VMED , Add: $PG , $XOM , $PFE , Reduce: $AAPL , $CSCO , $HPQ , Sell: $PSSI , $ASR , $NXY , Check out the details » Download Jeremy Grantham Portfolio Report (PDF) ...

New Buys of Jeremy Grantham

Tue, 14 May 2013 23:41:17 GMT

Source: www.gurufocus.com --- Tuesday, May 14, 2013
By Holly LaFon. Read more » » Check out Jeremy Grantham Stock Picks » Download GuruFolio Report of Jeremy Grantham (Updated on 05/14/2013) Related Stocks: CPNO , CTCM , VMED , YNDX , EEM , ...

“We Have Been Conned”- So Says Jeremy Grantham GMO

Wed, 08 May 2013 14:38:12 GMT

Source: trendfollowingmentor.com --- Wednesday, May 08, 2013
When Jeremy Grantham speaks one should listen. This recent Charlie Rose interview…Grantham states ” We have been Conned”. Grantham leads Boston-based asset management firm GMO. GMO is one of the largest managers of such funds in the world, having more than US $97 billion in assets under management. Grantham is regarded as a highly knowledgeable investor in various stock, bond, and commodity markets, and has called numerous tops in various markets. ...

Charlie Rose Interview With Jeremy Grantham (Superstock Investor Morning Matters)

Tue, 30 Apr 2013 11:26:53 GMT

Source: www.superstockinvestor.com --- Tuesday, April 30, 2013
Last month on a transcontinental flight I got the chance to listen to a great interview with Jeremy Grantham the founder of Grantham Mayo Van Otterloo (GMO). Jeremy is a big thinker. This interview is worth the watch. Mind you it will take an hour but it is worth the time. ...

Jeremy Grantham on saving civilization - Scribd

Tue, 30 Apr 2013 01:26:00 GMT

Source: danny.oz.au --- Monday, April 29, 2013
"two features that might just save our bacon: declining fertility rates and progress in alternative energy" ...

Deep thoughts on civilisation from Jeremy “Hari Seldon” Grantham

Mon, 29 Apr 2013 08:20:01 GMT

Source: ftalphaville.ft.com --- Monday, April 29, 2013
If you submit to theoretical physicist Geoffrey West’s urban development theories , then you’ve probably aware of the idea that humanity is set to face a critical crunch point soon enough (if not already). And by crunch point, we mean — either humanity throws everything it’s got at speeding up technology to ensure its resource consumption-to-population footprint becomes manageable, or we wither away. (The Roman Empire, by the way, is perhaps the best example of a civilisation which failed to make the next great technologically leap to the carbon age and did actually wither.) Continue reading: Deep thoughts on civilisation from Jeremy “Hari Seldon” Grantham ...

The Race of Our Lives - Jeremy Grantham letter

Sat, 27 Apr 2013 08:12:33 GMT

Source: www.fusionmarketsite.com --- Saturday, April 27, 2013
Jeremy Grantham’s April letter addresses demography, natural resources and alternative energy – a few of his favorite topics. Like all his letters, it’s a must read for investors. Grantham is co-founder and chief investment strategist of GMO, a Boston-based institutional money management firm. Summary Our global economy, reckless in its use of all resources and natural systems, shows many of the indicators of potential failure that brought down so many civilizations before ours. By sheer luck, though, ours has two features that might just save our bacon: declining fertility rates and progress in alternative energy. Our survival might well depend on doing everything we can to encourage their progress. Vested interests, though, defend the status quo effectively and the majority much prefers optimistic propaganda to uncomfortable truth and wishful thinking rather than tough action. It is likely to be a close race. The Fall of Civilizations The collapse of civilizations is a gripping and resonant topic for many of us and one that has attracted many scholars over the years. They see many possible contributing factors to the collapse of previous civilizations, the evidence pieced together shard by shard from civilizations that often left few records. But some themes reoccur in the scholars’ work: geographic locations that had misfortune in the availability of useful animal and vegetable life, soil, water, and a source of energy; misman ...

Jeremy Grantham's Signs of Hope for Global Economy

Sat, 27 Apr 2013 01:18:30 GMT

Source: online.barrons.com --- Friday, April 26, 2013
In his latest quarterly letter to clients, the influential money manager discusses the two features that "might just save our bacon." ...

GMO First Quarter Letter: "The Race of Our Lives" By Jeremy Grantham (Resources, Population, Climate Change etc.)

Fri, 26 Apr 2013 20:59:00 GMT

Source: climateerinvest.blogspot.com --- Friday, April 26, 2013
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Jeremy Grantham, Starving for Facts

Fri, 26 Apr 2013 12:23:51 GMT

Source: www.american.com --- Friday, April 26, 2013
A column by legendary asset manager Jeremy Grantham is more suitable for the tabloids than for one of the world’s oldest and most prestigious scientific weekly magazines. ...

Jeremy Grantham Believes In High Oil Prices: Thinks Oil Sands Producers Are Bad Investments

Mon, 22 Apr 2013 10:50:33 GMT

Source: seekingalpha.com --- Monday, April 22, 2013
By Devon Shire : I've had a significant percentage of my portfolio invested in light oil producers for the past several years. I intend to keep it that way for the next ten years unless we have a giant spike in oil and get some opportunities to lock in some very nice prices. The recent rapid drop in oil prices has (as usual) forced me to revisit my bullish oil thesis and see if I still believe in it for the long term. In my efforts to revisit my thesis one of the first items I found was what some of the people (service company Core Laboratories) involved in drilling unconventional tight oil wells are saying. Core Labs confirmed what I have been hearing consistently from the industry for the past couple of years, which is that the North American oil boom is going to require $90 plus oil prices to continue. That Complete Story » ...

Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and Competition

Fri, 19 Apr 2013 16:00:42 GMT

Source: greenbackd.com --- Friday, April 19, 2013
Ratio of Corporate Profits-to-GDP and Returns (1947 to Present) Source: Hussman Weekly Comment “Taking Distortion at Face Value,” (April 8, 2013) Warren Buffett, 1999 [F]rom 1951 on, the percentage settled down pretty much to a 4% to 6.5% range. … In my opinion, you have to be wildly optimistic to believe that corporate profits as [...] ...

Jeremy Grantham

Sun, 17 Mar 2013 17:56:00 GMT

Source: epolicy.blogspot.com --- Sunday, March 17, 2013
I was quietly channel surfing the TV late last Saturday night when I chanced upon Charlie Rose's interview of a man who spoke with such firm resolution that I stopped by and listened for a while and as I listened I almost thought I was listening to myself talking about the state of the US and the world and the nonsense that is going on in policy and probably the only chance you've got to anyone indicting Greenspan for his incompetence and how Bernanke is being misguided. To me, it is indeed refreshing, to know that I have not been alone in these thoughts and that somehow we, as a world, is probably is in a far greater than we would all wish to acknowledge. I admire this gentleman for sticking to his job and slugging it out whilst I have resigned myself to the backwaters. Perchance that some of you might wonder what is my worldview, at least in regards to economics, I urge you to google the name of this gentleman and get acquainted with what he has been saying and is still saying in respect to the current developments in the global markets. I have reduced my focus to a very small area and is now very happy doing the very little that I have to do with this world. I do not think that he is a pessimist and I think he, like me, is only looking for the next turning point. I wish you well if you think that money and wealth can be got by the flickers of the computer - or smart phone. ...