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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Wednesday, July 23, 2014
Jeremy Grantham of GMO Capital Q2 2014 Letter to Investors
Jeremy Grantham of GMO Capital is out with his latest letter to investors. Interestingly, my read is he is a little bullish. This is surprising given he is somewhat of a perma-bear. Enjoy: