Tuesday, August 3, 2010

Jeremy Grantham GMO July 2010 Letter - Summer Essays

One of Wall Street's must reads is Jeremy Grantham's quarterly letter. Below is this quarter's, entitled "Summer Essays"  (hit 'full screen' for easier reading)  Often Grantham and I agree - in fact in this letter he throws in the towel on inflation - and points to deflation, says U.S. multinationals are a great play, and points to foreign emerging markets over Western developed.  This all sounds quite familiar.

Jeremy Grantham, GMO - Summer Essays - 071910

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

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