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The full 37-minute interview is now available and worth the listen. For almost a half-century, value-investing icon Jeremy Grantham has been calling market bubbles. Now, he says U.S. stocks are in a “super bubble,” and poised to collapse. Here is … Continue reading →

As two years of emergency fiscal and monetary support retreat, global growth, inflation and speculative frenzy are as well. Individuals holding equity funds and portfolios at the most extreme valuations in a hundred years have an opportunity to consider:  How … Continue reading →

Late cycle-performers, financials and energy are now rolling over to confirm the bear market that small-cap stocks began last November (the Russell 2000 is -16% since). Word to the wise, as we move now into the slowing growth and inflation … Continue reading →