Thursday, February 7, 2013
GMO Capital Q4 2012 Letter to Investors
GMO Capital today is out with their Q4 2012 Letter to Investors. Jeremy Grantham talks about investing in a low growth world. He then shares his thoughts on the Fed's policies and the dangers that low interest rates can pose. He then ends by saying he feels overall the market is starting to feel overpriced. Ben Inker also includes some thoughts on TIPS.
Overall quite enjoyable.
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