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Monday, December 5, 2011

GMO - Jeremy Grantham Q3 2011 Letter

After much delay, Jeremy Grantham of GMO Capital is out with his Q3 2011 letter. As usual her currently has a rather bearish bent and continues to advocate purchasing quality companies and has interest in the natural resources sector. He also provides some dramatic data on the potential for disapointing future performance in the S&P 500 based upon past bubbles performance.

Enjoy.
Grantham Qtrly Letter

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