Below please find Jeremy Grantham and GMO Capital's Q1'13 letter. In the letter Jeremy Grantham gives his usual discussion on the energy and agricultural issues that plague our planet and how it will only get worse. He doesn't offer too much insight into his thinking on the markets but does make a case for various renewable energies and lays out our existing shortcomings. Beyond that he goes on to talk about why he thinks natural gas will rise.
Enjoy.
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