The rise in passive investing marks one of the stock market’s “most profound changes” ever, but its popularity hasn’t ruined the market, according to analysis from Jeremy Grantham’s GMO. GMO, ...
An image of a chain link. It symobilizes a website link url. Copy Link Stocks are in a bubble that's bound to burst, there's no imminent risk to dollar dominance, and bitcoin is a tool for criminals ...
High valuations are supporting equity markets and the economy. Everyone has a view on whether it’s sustainable.
The bubble expert noted that past periods of lofty valuations were followed by painful downturns. Grantham said he rang the alarm a couple of years too early, but that's nothing new for him. The ...
The president's tariffs and Elon Musk's DOGE job cuts are hitting markets and growth forecasts. Bill Gross, Paul Krugman, David Rosenberg, and Jeremy Siegel are all bracing for trouble ahead. Michael ...
GMO's 13F portfolio value increased to $29.61B this quarter. New stakes include Thermo Fisher Scientific and Permian Resources, while stake increases were seen in Microsoft, Apple, Meta Platforms, and ...
Jeremy Grantham’s valuation-oriented investment firm is famous on Wall Street for trumpeting the contrarian, and decidedly bearish, views of its co-founder, seemingly every passing year. These days ...
"It certainly looks like a bubble to us," GMO says. The firm, led by legendary market bear Jeremy Grantham, gave some ideas ...
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Jeremy Grantham issues a major market warning. An in-depth look at the current economic outlook, stock market trends, and investment strategies.
Michael Burry, Jeremy Grantham, and other market commentators have been warning for years that stocks would crash and the economy would crater. As a "Trumpcession" looms, the doomsayers might finally ...