- August 29, 2001
This will be an unusual e-letter in that I am going to focus on some recent interviews with well respected investment analysts or economists. I believe you will find them as instructive and thought-provoking as I did. I will quote them directly and then make comments.
The first is from Barron's with Jeremy Grantham. Grantham is a very highly respected money manager and analyst. His firm manages $22 billion. There are many in the investment industry who hold Grantham in almost guru status....Read more