This warning update was triggered by the publication yesterday (31Aug22) of Entering the Superbubble’s Final Act a new memo from legendary investor Jeremy Grantham, founder of Grantham Mayo Van Otterloo & Co. I am a great admirer of Jeremy Grantham, who has long emphasized that warnings to investors about downside risks are all-too-rare. As he has observed, this is frustrating but not surprising:
Special Warning Update
Special Warning Update
Special Warning Update
This warning update was triggered by the publication yesterday (31Aug22) of Entering the Superbubble’s Final Act a new memo from legendary investor Jeremy Grantham, founder of Grantham Mayo Van Otterloo & Co. I am a great admirer of Jeremy Grantham, who has long emphasized that warnings to investors about downside risks are all-too-rare. As he has observed, this is frustrating but not surprising: