Credit Writedowns » Jeremy Grantham

Grantham: Missing a bull market is a dismissible offense

Edward Harrison — Thu, 19 Apr 2012 20:00:10 +0000

Jeremy Grantham: "The central truth of the investment business is that investment behavior is driven by career risk. In the professional investment business we are all agents, managing other peoples’ money. The prime directive, as Keynes knew so well, is ﬁrst and last to keep your job. To do this, he explained that you must never, ever be wrong on your own. "

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What were big-time pundits saying just as stocks were bottoming in March 2009?

Edward Harrison — Tue, 13 Mar 2012 02:00:38 +0000

Faber, Buffett and Grantham were bullish as stocks reached their financial crisis nadir

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On recessions and earnings volatility

Edward Harrison — Tue, 13 Sep 2011 18:00:59 +0000

After posting the Jim Bianco article on getting defensive, I traded e-mails with Jim on recessions and earnings volatility. Here’s what he had to say after I showed him the article

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Grantham: European and American policy makers are clueless

Edward Harrison — Wed, 10 Aug 2011 13:23:26 +0000

In America everyone has been bellyaching about the S&P ratings downgrade like its an affront to the greatness of America. This is absolute rubbish. It’s pure denial and economic nationalism. Do you think the Germans would threaten to default on their bonds for purely political reasons? The Swiss? Even the Belgians aren’t threatening to default for no reason and they don’t print their own money. I say S&P should have downgraded the U.S. even more – maybe to Ba for Banana Republic!

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Jeremy Grantham: “Many shares priced for… economic collapse” 12 Jul 2008
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Peak Coal and Jeremy Grantham’s Clarion Call on Natural Resources

Edward Harrison — Tue, 26 Jul 2011 20:39:32 +0000

Coal is one of many natural resources which are in short supply. This article provides one example from India. Jeremy Grantham believes that peak resources is a phenomenon which will pose problems for the global economy in the future. He has written a second consecutive quarterly note on peak resources that this time concentrates on the human suffering

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Commodity Prices and Paradigm Shifts

Rick Bookstaber — Tue, 17 May 2011 00:00:00 +0000

People who are staring at a tsunami of demand for commodities from the developing world and predicting a doomsday of $400 oil and $4000 gold are missing the longer-term retreating tide of demand as citizens of the developed world actually demand decreasing amounts of energy, large goods, and heavy infrastructure. We won't be packing up and moving to Mars, as the science fiction solutions to resource depletion propose. We will pack up and move into the virtual world

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Grantham: “Lighten up on risk-taking now and don’t wait for October 1 as previously recommended.”

Edward Harrison — Wed, 11 May 2011 15:30:34 +0000

Jeremy Grantham is seriously bearish again. In part 2 of his latest quarterly newsletter, he departs from the peak resources argument he made in part 1 and focuses on the overvaluation in stocks. His advice: sell!

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Ben Bernanke’s Press Conference

Edward Harrison — Wed, 27 Apr 2011 20:45:48 +0000

Today marks the first time we are witnessing a regularly scheduled news conference by a Fed chairman in the Federal Reserve's 98-year history. Most reactions to Ben Bernanke's performance were positive, meaning he reiterated the themes he has consistently delivered in the past without making any gaffes. But that goes to style; what about substance? Here's my take

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Grantham: ‘Days of Abundant Resources and Falling Prices Are Over Forever’

Edward Harrison — Mon, 25 Apr 2011 19:39:31 +0000

Grantham: "The world is using up its natural resources at an alarming rate, and this has caused a permanent shift in their value. We all need to adjust our behavior to this new environment. It would help if we did it quickly."

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Comments by Faber, Gross, Roach, and Grantham on the Political Economy

Edward Harrison — Mon, 17 Jan 2011 21:00:50 +0000

Over the past several days, I have caught some very good commentary by a number of well-known financial industry experts. I wanted to share my own thoughts with you on their commentary, especially in light of my last posts on Eisenhower’s Farewell Address and The New Monetary Consensus. I have featured two of the commentaries

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