This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Thursday, April 19, 2012
GMO Capital, Jeremy Grantham April 2012 Letter
Below please find the latest and greatest from Jeremy Grantham and GMO Capital. In the letter he discusses some of his current thinking along with some interesting other musings.