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Daily Archives: April 18, 2012
GMO’s Jeremy Grantham on career risk in money management
Jeremy Grantham’s Q1 2013 letter is a wonderfully honest reflection on the competing goals of a money manager to, on the one hand, protect clients from the certainty of loss in buying and holding over-valued assets, and on the other … Continue reading
Trees don’t grow to the sky and all bubbles end
Excellent piece today by Simon Hunt on the state of global growth and likely developments over the next couple of years. The spending-on-debt bubble that has been a mainstay of, first the consumer credit bubble of the past 10 years, … Continue reading
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