Jeremy Grantham: Obama and the Teflon Men, and Other Short Stories (Part 2)

 EmailPrint This Post Print This Post

20-oct-2.jpgI 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”.

Click the links for the two parts of the newsletter: Part 1 and Part 2.

Source: Source: Jeremy Grantham, GMO, January 2009.

 

Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.

 

More on this topic (What's this?)
Obama jizzed on in Alaska! (Video)
Read more on Obama's Presidential Policy, CLP HLDGS, Cheung Kong (HLDGS) at Wikinvest
OverSeas Radio Network

1 comment to Jeremy Grantham: Obama and the Teflon Men, and Other Short Stories (Part 2)

  • xenax2

    Why is Peter Shiff being quoted? I’ve been reading 321gold.com for nine years. There are only two people I NEVER read who show up on that site. One is some Mugabe guy who’s trying to be funny but I just don’t get, the other is Peter Shiff. The fact that I sometimes agree with him makes me doubt my own logic. Ok. I guess that’s a good thing.

Leave a Reply

  

  

  

You can use these HTML tags

<a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>

Top 100 Financial Blogs

Recent Posts

Charts & Indexes

Gold Price (US$)

Don Coxe’s Weekly Webcast

Podcast – Dow Jones


One minute - every hour - weekdays
(requires Windows Media Player)
newsflashr network
National Debt Clock

Calendar of Posts

Feed the Bull