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Tuesday, November 20, 2012

Jeremy Grantham's GMO Capital Q3 2012 Letter

Jeremy Grantham and GMO Capital are out with their latest quarterly letter. In the letter he discusses how forward GDP will likely be much-much lower than it has been historically. He lays additional ground work for his long-resources thesis and why he believes they will outperform. As usual quite enjoyable. Grantham road to zero growth

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