Why the rebound in the stock market is no reason to cheer
GMO’s James Montier tries to make sense of the the frenzied pullback in the US stock market and to him, it doesn't make any sense
James Montier - December 04, 2020
The Advent Of A Cynical Bubble
Today’s is a cynical bubble, built not on faith in a new era, but on overoptimism about the ability to get out before everyone else
James Montier - March 07, 2018
Career Risk and Stalin’s Pension Fund
The GMO co-founder on why fund managers could perforce end up investing in emerging markets
Jeremy Grantham - December 15, 2017
"To make this market exuberant enough for a bust will take considerably higher prices"
GMO’s co-founder and stoic polymath, Jeremy Grantham strongly believes in emerging markets
N Mahalakshmi - August 22, 2017
Bursting the bubble
A Fed generated bubble will take S&P to 2,250 before it crashes
Jeremy Grantham - June 29, 2015