The renowned permabear thinks the market is frothy but doesn’t see signs of an imminent crash.
Veteran investor Jeremy Grantham compared the AI boom to the railroad and internet bubbles, and said the chances it won't ...
The GMO co-founder explains why most investing “premiums” boil down to value—and why AI’s promise doesn’t spare it from a ...
Far-reaching, worthwhile discussion in this segment.
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Detailed price information for Tokyo Electron Ltd ADR (TOELY) from The Globe and Mail including charting and trades.
Bearish stock-picker Jeremy Grantham believes corporate margins are freakishly high. The legendary bubble-spotter believes those margins will soon revert to the mean. Meaning? 'A lot of profit ...
GMO warns that AI stocks are exhibiting the classic signs of being in a bubble. The firm sees parallels to the dot-com bubble, citing high valuations and speculation. Instead of AI, the firm likes ...
For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about ...
Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing. Contact us at askthecompoundshow@gmail ...
GIS and SBUX stand out as deep-value options for investors looking for value in today’s arguably rich market. GIS and SBUX have ongoing turnaround plans and they could show signs of paying off going ...
Jeremy Grantham’s GMO is paying the price for yet another contrarian call by its co-founder. Convinced that U.S. equities were unjustifiably expensive given the economic damage from the pandemic, the ...
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