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Posts Tagged ‘ Jeremy Grantham ’

Jeremy Grantham: Fair Value of S&P Far Below 975

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December 5, 2011

Excerpt:   Profit margins dominate the P/E equation above, so that the market is unlikely to come down even to fair value, about 975-1000 on the S&P in our view, and stay there until profit margins decline…. And
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Resource Limitations 2: Separating the Dangerous from the Merely Serious by Jeremy Grantham

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July 22, 2011
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The latest from Jeremy Grantham below: “You and I, and our government must avoid the impulse to live only for today, plundering, for our own ease and convenience, the precious resources of tomorrow.” Dwight D. Eisenhower, 1961 “ would have…
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Jeremy Grantham’s 2Q 2010 Newsletter

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July 20, 2010
jeremy grantham

Jeremy Gratham came out with his Q2  2010 letter  today. Among the topics discussed are his worrying outlook on the economy, the latest financial reform bill, global warming, the stock market, and aging populations and pension costs which happens to…
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Jeremy Grantham Guarantees Gold will Crash

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May 22, 2010
Jeremy Grantham

I found a fascinating article from http://www.advisorperspectives.com/ regarding Jeremy Grantham and his thoughts about future returns for asset classes. Iwrote in a recent article that I expect low returns from the S&P 500 over the next ten years. Seth Klarman…
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