start here

start here

The Daily IKN email digest, get all daily posts sent to you next day (& no ads)


The Jeremy Grantham 2q10 GMO Letter

Read it, it's excellent. On things like the recent outperformance of low quality stocks, he eloquently puts into words things that this lesser mortal just manages to feel in his bones.

Jeremy Grantham: Q2 2010 Letter