Money and Finance
- Uralkali Opens $20b Freely Traded Potash Market (video)
July 31 (Bloomberg) -- Blomberg's Ryan Chilcote reports that potash supplier Uralkali announced an end to production restrictions, opening up the $20 billion industry in a change that may lower prices as much as 33 percent. He speaks on Bloomberg...
- Jeremy Grantham's Q4 Letter
In GMO's 4Q 2012 Letter, Jeremy Grantham revisits last quarter's topic in "Investing in a Low-Growth World" and Ben Inker challenges investors to rethink their search for diversifying assets, strategies, and managers in "We Have Met the Enemy,...
- Jeremy Grantham And Ben Inker's Q3 Letter
In GMO's 3Q 2012 Letter, Jeremy Grantham explores the premise that the expectation for the continuation of historical robust U.S. GDP Growth needs to be tempered substantially while Ben Inker looks at current Fed monetary policy. ...
- Jeremy Grantham's Q1 2010 Letter: Playing With Fire (a Possible Race To The Old Highs)
Is there a new bubble on the horizon in the US? Having shot through GMO’s fair value estimate of 875, Jeremy Grantham's first quarter letter asks whether current policies and conditions are pushing the S&P to approach its old highs. Included...
- Jeremy Grantham's 4q 2009 Letter: What A Decade!
Jeremy Grantham's fourth quarter letter begins with a short addendum (Stop the Presses!), which addresses two newsworthy items for Jan. 21. What a Decade! follows, providing Jeremy's thoughts on the past decade including a list of lessons learned....
Money and Finance
Jeremy Grantham’s 2Q Letter: Resource Limitations 2: Separating the Dangerous from the Merely Serious
Part 1 of Jeremy Grantham's 2Q Letter is a continuation of last quarter's discussion on running out of resources. Here, he looks at three specific areas: energy, metals, and agriculture.
- Uralkali Opens $20b Freely Traded Potash Market (video)
July 31 (Bloomberg) -- Blomberg's Ryan Chilcote reports that potash supplier Uralkali announced an end to production restrictions, opening up the $20 billion industry in a change that may lower prices as much as 33 percent. He speaks on Bloomberg...
- Jeremy Grantham's Q4 Letter
In GMO's 4Q 2012 Letter, Jeremy Grantham revisits last quarter's topic in "Investing in a Low-Growth World" and Ben Inker challenges investors to rethink their search for diversifying assets, strategies, and managers in "We Have Met the Enemy,...
- Jeremy Grantham And Ben Inker's Q3 Letter
In GMO's 3Q 2012 Letter, Jeremy Grantham explores the premise that the expectation for the continuation of historical robust U.S. GDP Growth needs to be tempered substantially while Ben Inker looks at current Fed monetary policy. ...
- Jeremy Grantham's Q1 2010 Letter: Playing With Fire (a Possible Race To The Old Highs)
Is there a new bubble on the horizon in the US? Having shot through GMO’s fair value estimate of 875, Jeremy Grantham's first quarter letter asks whether current policies and conditions are pushing the S&P to approach its old highs. Included...
- Jeremy Grantham's 4q 2009 Letter: What A Decade!
Jeremy Grantham's fourth quarter letter begins with a short addendum (Stop the Presses!), which addresses two newsworthy items for Jan. 21. What a Decade! follows, providing Jeremy's thoughts on the past decade including a list of lessons learned....