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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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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