Jeremy Grantham

After posting the Jim Bianco article on getting defensive, I traded e-mails with Jim on recessions and earnings volatility. Here’s what he had to say after I showed him the article

In America everyone has been bellyaching about the S&P ratings downgrade like its an affront to the greatness of America. This is absolute rubbish. It’s pure denial and economic nationalism. Do you think the Germans would threaten to…

Coal is one of many natural resources which are in short supply. This article provides one example from India. Jeremy Grantham believes that peak resources is a phenomenon which will pose problems for the global economy in the future. He…

People who are staring at a tsunami of demand for commodities from the developing world and predicting a doomsday of $400 oil and $4000 gold are missing the longer-term retreating tide of demand as citizens of the developed world actually…

Jeremy Grantham is seriously bearish again. In part 2 of his latest quarterly newsletter, he departs from the peak resources argument he made in part 1 and focuses on the overvaluation in stocks. His advice: sell!

Today marks the first time we are witnessing a regularly scheduled news conference by a Fed chairman in the Federal Reserve's 98-year history. Most reactions to Ben Bernanke's performance were positive, meaning he reiterated the themes he…

Grantham: "The world is using up its natural resources at an alarming rate, and this has caused a permanent shift in their value. We all need to adjust our behavior to this new environment. It would help if we did it quickly."

Over the past several days, I have caught some very good commentary by a number of well-known financial industry experts. I wanted to share my own thoughts with you on their commentary, especially in light of my last posts on Eisenhower's…

This is a must-see video that runs 30 minutes. Take the time to watch the whole thing. It is a real coup that CNBC got Grantham on their program.  Overall, Grantham's view is the same as mine. The Fed should get out of trying to use…

From From Jeremy Grantham's latest quarterly letter: If I were a benevolent dictator, I would strip the Fed of its obligation to worry about the economy and ask it to limit its meddling to attempting to manage inflation.  Better…