Money and Finance
James Montier used this quote in his latest white paper:
- 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...
- Gmo White Paper
Link to white paper: The World’s Dumbest Idea In this white paper, James Montier, a member of GMO's Asset Allocation team, presents evidence that bolsters his assertion that Shareholder Value Maximization has been a complete failure and has contributed...
- James Montier White Paper: The 13th Labour Of Hercules: Capital Preservation In The Age Of Financial Repression
James Montier, a member of GMO's Asset Allocation team, uses this white paper to discuss the impact on investments of monetary policy that results in consistent negative interest rates, or as he calls it, financial repression. ...
- Gmo Whitepaper: What Goes Up Must Come Down - By James Montier
In this white paper, James Montier, a member of GMO's Asset Allocation team, looks at the macro drivers of profit margins, assessing whether today's record margins, especially in the US, are due for a fall to more reasonable levels. ...
- 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
Voltaire quote
James Montier used this quote in his latest white paper:
“Doubt is not a pleasant condition, but certainty is absurd.” –Voltaire
- 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...
- Gmo White Paper
Link to white paper: The World’s Dumbest Idea In this white paper, James Montier, a member of GMO's Asset Allocation team, presents evidence that bolsters his assertion that Shareholder Value Maximization has been a complete failure and has contributed...
- James Montier White Paper: The 13th Labour Of Hercules: Capital Preservation In The Age Of Financial Repression
James Montier, a member of GMO's Asset Allocation team, uses this white paper to discuss the impact on investments of monetary policy that results in consistent negative interest rates, or as he calls it, financial repression. ...
- Gmo Whitepaper: What Goes Up Must Come Down - By James Montier
In this white paper, James Montier, a member of GMO's Asset Allocation team, looks at the macro drivers of profit margins, assessing whether today's record margins, especially in the US, are due for a fall to more reasonable levels. ...
- 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- ...