Wall Street Folly

Jeremy Grantham is bearish again; George Soros says Obama’s bank taxes and curbs are “premature”; Carlyle’s Rubenstein sees emerging markets as the best investment area, with U.S. “pretty attractive”; Rate of buying CDS on sovereign debt accelerating; Rules on Wall Street clawbacks are getting tougher

Posted by WSF On January - 27 - 2010
  • A Bear Reawakens After a Bullish Run
  • Soros Calls Obama Bank Plan ‘Premature’
  • Carlyle’s Rubenstein Says Emerging Markets Best Place to Invest
  • Swaps Trading Surges as National Deficits Rise: Credit Markets
  • Wall Street Toughens Rules on Clawbacks Read the rest of this entry »

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Bonuses, CDS, Carlyle, Compensation, George Soros, Hedge funds

Jeremy Grantham is predicting another market drop #equities #shortselling #bearish

Posted by WSF On October - 27 - 2009

……U.S. stocks will “drop painfully from current levels” in the coming year amid disappointing economic data and shrinking profit margins, according to investor Jeremy Grantham.

“My guess, though, is that the U.S. market will drop below fair value” before 2010 is over, said Grantham, 71. “Corporate ex-financials profit margins remain above average and, if I am right about the coming seven lean years, we will soon enough look back nostalgically at such high profits.”…

U.S. Equities Will ‘Drop Painfully,’ Grantham Says – Bloomberg

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Hedge funds, WSF

Jeremy Grantham’s 2nd Q 2009 letter

Posted by WSF On July - 28 - 2009

Here’s Grantham Mayo Van Otterloo’s Jeremy Grantham’s always anticipated quarterly letter:
Read the rest of this entry »

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WSF

Jeremy Grantham: His always anticipated GMO quarterly letter – May 2009

Posted by WSF On May - 6 - 2009

Here’s the latest quarterly letter from Grantham, Mayo, Van Otterloo’s Jeremy Grantham: Read the rest of this entry »

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WSF

Jeremy Grantham interview

Posted by WSF On December - 1 - 2008

Wealthtrack's Consuelo Mack interviewed famed GMO investor Jeremy Grantham who sat down with her for his first interview ever.  He was formerly super bearish, but as of several weeks ago, he's begun to again buy stocks saying that "Methodology is telling us that for the first time in 20 years that global
equities are reasonably cheap, not spectacularly cheap".

Here's a transcript of the interview.

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