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Pavlov’s Bulls

January 31, 2011

My long-time readers are familiar with Jeremy Grantham of GMO, as I quote him a lot. He is one of the more brilliant and talented value managers (and I should mention, very successful on behalf of his clients). He writes a quarterly letter that I regard as a must-read. In fact, anything Jeremy writes is a must-read. This week’s OTB is a little longer than most, but it is actually two separate parts, which can be read at different times – but you want to take the time. He makes his predictions for the year in the first part, and gives us some valuable insights into the stock market in the second. The first part reads quick. Think through the second part.

For those interested, I did an interview with Tanya Benedicto, a new and upcoming blogger from Forbes, from The Breakers in Palm Beach. She reminds me of my twins. Other than calling me MR. Mauldin, it was a good interview and a short five minutes on what has me disconcerted this week. Here is the link: http://blogs.forbes.com/tanyabenedicto/2011/01/30/thoughts-from-the-frontline/.

Enjoy your week. I am off to Vegas and then Thailand, assuming the predicted ice storm allows me to get out of Dallas. And figure out a time to write an e-letter. And for fun, I offer a picture of something David Walker handed me as we were getting ready to do our panel last Thursday.

Your really excited about Thailand analyst,