From “Reinvesting When Terrified” to Investing Purgatory Investing expert Jeremy Grantham’s market calls have a funny way of being vindicated. In the 1990’s, he was early to sound the alarm about frothy tech and internet stocks. Too early. As a result, Grantham’s money management firm, GMO, hemorrhaged billions in investor withdrawals. What happened next? All the...Read More
Wanna Bet I’m Not the Only One? The number of people whose thoughts about the business and investing world I consistently and truly enjoy makes up a very short list; it includes Michael Lewis, Warren Buffett, Thomas Wolfe (when he writes about the subject), Matt Taibbi (ditto), Barry Ritholtz (when he’s not in rant mode and bothers to spellcheck), and...Read More
