Monday, April 26, 2010

Jeremy Grantham GMO April 2010 Letter - Playing with Fire (A Possible Race to the Old Highs)

One of the "must reads" distributed across all of Wall Street is Jeremy Grantham's quarterly letter; here is his latest entry.  If you've been reading this website for more than 2-3 weeks, you will see very parallel thinking ... but Grantham is always worth the read.  He is truly one of the only guys on the inside who does not talk like a salesman but speaks (his version of) the unvarnished truth.  The title is pretty self explanatory Playing with Fire (A Possible Race to Old Highs).

[Click 'Fullscreen' for easier reading]

Jgletter All 1q10                                                                 

[Jan 26, 2010: Jeremy Grantham GMO January 2010 Letter]
[Oct 27, 2009: Jeremy Grantham GMO October 2009 Letter]

Disclaimer: The opinions listed on this blog are for educational purpose only. You should do your own research before making any decisions.
This blog, its affiliates, partners or authors are not responsible or liable for any misstatements and/or losses you might sustain from the content provided.

Copyright @2012