Jeremy Grantham Fall Conference


Here is a link to the GMO Fall Conference where Jeremy Grantham gives his outlook on various investments for 2009 and beyond. The good news is that he predicts an annual return of about 6% for US equities, favoring large over small cap, over the next 7 years. In 1998 Jeremy correctly forecasted that the S&P 500 would have no growth over the next 10 year period. At the time, he was ridiculed, many of his investors pulled out of his fund and he was called a perma-bear. Guess what? He was 100% right!!!! The timing of how we get there is the trick.  If you have a real interest, this lengthy and thorough presentation is fascinating!

Click here:



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