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Monday, July 25, 2011

Jeremy Grantham - GMO Capital - Farmland and Commodities Musings.

Jeremy Grantham of GMO Capital is out with a nice update on agriculture and commodities. In the letter he discusses his distaste for capitalism and his new found love in farmland. He continues his past theme of resource shortages and a desire to invest in them.


GMO - 2011.07.25

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