Money and Finance
"One of the most useful things I’ve learnt over the years is to remember that if you don’t know what is going to happen, don’t structure your portfolio as though you do!" -James Montier
- Links
GMO White Paper: The Stock Market as Monetary Policy Junkie: Quantifying the Fed's Impact on the S&P 500 - by James Montier and Philip Pilkington (LINK)In this white paper, James Montier and Philip Pilkington take a fresh look at the Federal...
- Comments From Felix Zulauf, James Montier And David Iben
Link to: We will continue to swim in a sea of liquidityJames, we have slow growth, no inflation, low interest rates and easy monetary policy as far as the eye can see. Are we living in the best of all worlds for investors? James Montier: How...
- Notes From The London Value Investor Conference 2013: Marks, Price, Montier & More
Via Market Folly. This was interesting: "James Montier said that GMO’s 7 year asset allocation model for US stocks is now predicting negative returns. GMO are now 50% in cash." Link to: Notes From the London Value Investor Conference 2013: Marks,...
- Voltaire Quote
James Montier used this quote in his latest white paper: “Doubt is not a pleasant condition, but certainty is absurd.” –Voltaire ...
- I Want To Break Free, Or, Strategic Asset Allocation ≠ Static Asset Allocation - By James Montier
Link to Montier's latest paper (via the GMO website): I Want to Break Free - By James Montier- ...
Money and Finance
James Montier quote
"One of the most useful things I’ve learnt over the years is to remember that if you don’t know what is going to happen, don’t structure your portfolio as though you do!" -James Montier
- Links
GMO White Paper: The Stock Market as Monetary Policy Junkie: Quantifying the Fed's Impact on the S&P 500 - by James Montier and Philip Pilkington (LINK)In this white paper, James Montier and Philip Pilkington take a fresh look at the Federal...
- Comments From Felix Zulauf, James Montier And David Iben
Link to: We will continue to swim in a sea of liquidityJames, we have slow growth, no inflation, low interest rates and easy monetary policy as far as the eye can see. Are we living in the best of all worlds for investors? James Montier: How...
- Notes From The London Value Investor Conference 2013: Marks, Price, Montier & More
Via Market Folly. This was interesting: "James Montier said that GMO’s 7 year asset allocation model for US stocks is now predicting negative returns. GMO are now 50% in cash." Link to: Notes From the London Value Investor Conference 2013: Marks,...
- Voltaire Quote
James Montier used this quote in his latest white paper: “Doubt is not a pleasant condition, but certainty is absurd.” –Voltaire ...
- I Want To Break Free, Or, Strategic Asset Allocation ≠ Static Asset Allocation - By James Montier
Link to Montier's latest paper (via the GMO website): I Want to Break Free - By James Montier- ...