Jeremy Grantham: Obama and the Teflon Men, and Other Short Stories (Part 2)
I published the first part of Jeremy Grantham’s quarterly newsletter, “Obama and the Teflon Men, and Other Short Stories (Part 1) on this site a few weeks ago. The second part of the newsletter by the chairman of Boston-based GMO has also now been published.
Whereas Part 1 included thoughts on the recent loss of perceived wealth and President Obama’s appointments in the financial arena, Part 2 deals with value traps, transitioning from bubbles to busts, ethics in the financial industry, and the value of GMO’s asset allocation expertise in an environment of “near certainties”.
Source: Source: Jeremy Grantham, GMO, January 2009.
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