Grantham and Faber legging into Europe as values begin to proliferate

My thesis at the start of the year was that European equities would outperform despite the sovereign debt crisis because of relative value vis-a-vis the United States. It seems that Jeremy Grantham and Marc Faber agree with those sentiments as both have recently recommended carefully adding positions in Europe.

When I last updated you in April on how my 2012 predictions were tracking, this one was not tracking. It is still not tracking as the ISHS MSCI Europe is about flat year to date, down ...


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