Daily Archives: January 6, 2021

Grantham: one of the great bubbles of history will reveal few financial managers worth their mettle

Market cycle veteran and GMO co-founder Jeremy Grantham’s latest letter is a must-read in full. See Waiting for the Last Dance.  The Hazards of Asset Allocation in a Late-stage Major Bubble.  Here’s the executive summary: The long, long bull market … Continue reading

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Gottlieb: South African Covid variant appears to ‘obviate’ antibody drugs

Dr. Scott Gottlieb warned that vaccinating Americans against Covid is more critical than ever, especially as the new South Africa variant appears to inhibit antibody drugs. Here is a direct video link.

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