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Wednesday, August 10, 2011

GMO Capital - Jeremy Grantham Q2 Letter

Jeremy Grantham and GMO Capital are out with their Q2 letter. They come out swinging saying the S&P is worth no more than 950. Reccomend farmland, forrestry, and high quality large caps. The farmland and forrestry are a continuation of the same theme we have been seeing for some time now. They also are suprisingly fairly upbeat on Japan.


Grantham August

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