Discussing Jeremy Grantham’s warning on dwindling natural resources, Validea CEO John Reese takes a look at some resources-related stocks that get high marks from his “Guru Strategies” in his latest column for Canada’s Globe and Mail. “Mr. Grantham was one of the few to warn of both the Internet bubble in the late 1990s and the [...]
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Tag Archives: Jeremy Grantham
Grantham Buying for First Time Since ’09, But Offers Several Warnings
August 12, 2011
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Jeremy Grantham says his firm is now “very modest buyers” of equities for the first time since mid-2009. “At the close on August 8, a slightly cheap equity portfolio could be put together comprised of U.S. high quality, emerging markets, Japan, Italy, and European growth stocks,” Grantham writes in the second half of his quarterly [...]
Read moreGrantham: Resource Shortages Are Looming — Deal with Them Now
July 25, 2011
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GMO’s Jeremy Grantham continues to warn about global resource shortages, saying in his new quarterly client letter that soil erosion and limited supplies of potash and phosphates “are the real long-term problems we face”. Grantham says we have the means and brain power to live sustainably. “The problem is with us and our focus on [...]
Read moreGrantham Likes Commodities
July 1, 2011
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Commodity prices are headed higher over the long term, Jeremy Grantham says, and investors would be wise to make sure they are exposed to them — though not through futures contracts. “Risks abound, as always, in commodity investing. Despite them, Grantham advises, you should start getting in, ‘but keep a lot of dry powder,’” reports [...]
Read moreGrantham: Time to Dial Back Risk — Though It Might Be Too Early
May 12, 2011
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GMO’s Jeremy Grantham has released the second half of his first-quarter letter, and in it he recommends dialing back risk — though he admits he may in the end prove to be a bit early on his call. Previously, Grantham had said he expected an already overvalued S&P 500 to push into the 1,400 to [...]
Read moreGrantham: World in Midst of Huge Commodities “Paradigm Shift”
April 28, 2011
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GMO’s Jeremy Grantham says that the world is in the midst of a “paradigm shift”, one that involves a skyrocketing population and dwindling resources. And, if we don’t act soon, the shift will leave us in serious trouble. “Accelerated demand from developing countries, especially China, has caused an unprecedented shift in the price structure of [...]
Read moreGrantham, GMO See Small Cap Trouble
April 20, 2011
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While small-cap stocks have had an excellent run, top value investor Jeremy Grantham and his firm aren’t too high on the little guys going forward. GMO, Grantham’s firm, has released its new seven-year asset class projections, and the “latest calculations predict that investors in U.S. small-cap stocks will actually lose about a fifth of their [...]
Read moreGrantham Growing Bearish
March 21, 2011
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GMO’s Jeremy Grantham says people may be underestimating the impact the Japan crisis will have on the rest of the world, and says he’s growing less confident that the “Presidential Cycle” effect will boost stocks for the remainder of this year. “What people will find, and what they might have underestimated, are the tentacles that [...]
Read moreGrantham Planning to Cut Back on Equities
March 11, 2011
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GMO’s Jeremy Grantham is planning to cut back on his equity holdings, though he thinks stocks could continue to rise in the short term before hitting a roadblock, TheStreet.com reports. Grantham told investors at Charles Schwab’s Investment Outlook 2011 conference that stocks are “dangerously overpriced,” according to TheStreet. But he said he expects the S&P [...]
Read moreGrantham on Why Bubbles Matter
February 10, 2011
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In the second half of his year-end letter, GMO’s Jeremy Grantham takes a look at numerous asset bubbles throughout history, warning investors to ignore bubbles at their own peril. “Responding to the ebbs and flows of major cycles and saving your big bets for the outlying extremes is, in my opinion, easily the best way [...]
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