The renowned permabear thinks the market is frothy but doesn’t see signs of an imminent crash.
The onslaught of tech mega IPOs expected in 2026 could suck money away from the broader market as investors chase the hype, ...
It is surprising, then, that Grantham’s book The Making of a Permabear, written with Edward Chancellor, is his first. Often ...
The veteran investor compared the AI boom to the internet and railroad manias of the past. The "probabilities that AI will not bust are slim to none," Grantham said. Jeremy Grantham says AI is one of ...
Plus, software stock bloodbath ...
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 ...
Jeremy Grantham and Edward Chancellor, Owen Lamont, Aswath Damodaran, Peter Oppenheimer...in the latest edition of my Markets ...
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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 ...
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 ...