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September 5th, 2010 login or register
 
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Recent economic news: Jeremy Grantham

1.
Whose backyard is it anyway? : Britain’s various home-ownership manias serve the next generation ill
NOT many people have heard of SNUB. Why should they have? Yet Stop Norwich UrBanisation, a group that fights “creeping” expansion, has recently redoubled its efforts to halt the construction ...
Britain, America, Michael Oxley, Stop Norwich UrBanisation, Broadland District Council, All keywords...
economist.com
2 weeks ago
2.
TIP spread - inflation expecations remain fairly high
Even though bond yields are somewhat low—10-year US bond is yielding a little over 3%—inflation expectations remain quite high IMO. Although not perfect, one of the few market-based measu
Jim Chanos, Jim Rogers, Ben Bernanke, Bell Canada Enterprises, United States, All keywords...
can-turtles-fly.blogspot.com
3 months ago
3.
Grantham on the potential disadvantages of Graham-and-Dodd investing
Jeremy Grantham’s 2010 first quarter investor letter (.pdf) appends the first part of a speech he gave�at the Annual Benjamin Graham and David Dodd Breakfast at Columbia University in October ...
Jeremy Grantham, Benjamin Graham, James Montier, Ben Graham, David Dodd Breakfast, All keywords...
greenbackd.com
4 months ago
4.
SEC's Goldman Sachs case appears to unravel before it even gets going
I'm not too knowledgeable about legal matters and hence am not exactly clear on what the Goldman Sachs civil suit by the SEC entails. It looks like the SEC case ...
Goldman Sachs, U.S. Securities and Exchange Commission, John Paulson, US government, USD, All keywords...
can-turtles-fly.blogspot.com
4 months ago
5.
Does the working population drive asset returns?
It probably isn't a surprise to many that my favourite column in the business weekly, The Economist, is the Buttonwood column. It closely parallels my interests, with a blend of ...
Tim Bond, Jim Chanos, Jim Rogers, Barclays Capital, Bell Canada Enterprises, All keywords...
blogspot.com
5 months ago
6.
US Treasury bond debate - Jim Grant vs David Rosenberg
During Grant's 2010 Spring Conference, Jim Grant of Grant's Interest Rate Observer debated David Rosenberg of Gluskin Sheff + Associates on the merits of buying US Treasury bonds. Grant is
Hugh Hendry, Jim Grant, David Rosenberg, US Treasury, Jim Chanos, All keywords...
blogspot.com
5 months ago
7.
Why Stocks are Extremely Overbought
Famed value investor Jeremy Grantham said that 'riding a bubble is a guilty pleasure totally denied to value managers.'Being denied some of the bubble benefits in exchange for avoiding some ...
Jeremy Grantham, Insurance premium, NASDAQ 100, Yahoo!, Brand new internet, All keywords...
yahoo.com
5 months ago
8.
London's Latest Property Bubble
Looking at the real estate listings in the U.K. capital is like stepping back in time to the unreal, giddy world of three years ago—and that has ominous implications for ...
United States, BRETT ARENDS, London, Dow Jones, Dow Jones & Company Inc., All keywords...
wsj.com
6 months ago
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