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The economy is in a 'rolling financial crisis' as private sector debt balloons, GMO says

markets.businessinsider.com
The US is saddled with mountains of debt, with the ratio of private-sector debt to GDP clocking in above 150% for most of the last 20 years.
18 months ago

Leading equities strategist at GMO warns about using ETFs in Barrons Interview

ETF Stream
James Montier, one of the most widely followed equity analysts, has suggested that investors using passive funds have in effect "thrown in the towel".
22 months ago

GMO's Montier on the Dual Economy

Validea's Guru Investor Blog
A Financial Times article offers an in-depth discussion of GMO's James Montier's thesis that the US is moving into a “dual economy.
68 months ago

GMO Capital's James Montier Destroys The Idea That Maximizing Shareholder Value Is Good

Business Insider
GMO Capital's James Montier explores the flaws in one the biggest shifts in the goals of modern business management: shareholder value maximization.
121 months ago

Jeremy Grantham: What to buy

InvestmentNews
For those with a long horizon, I am sure well-managed forestry and farmland will outperform the average of all global assets.
4 months ago

Breakingviews - Japan has become a gold mine for value investors

Reuters
Having experienced a multi-decade decline after 1990, Japanese stocks have escaped the doldrums. Their recent run could last for years.
14 months ago

James Montier’s formula to tame behavioural bias for investing success

The Economic Times
Ace investor James Montier says investors often feel behavioural biases only apply to others and not to them and, thus, they suffer from a blind spot bias.
49 months ago

The Power of Insider Buys: Spotting Strong Signals from Key Executives

The Acquirer's Multiple
Taylor, Carlisle, and Asif Suria discussed The Power of Insider Buys: Spotting Strong Signals from Key Executives, here's an excerpt from the episode.
4 months ago

Templeton – It Is Impossible To Produce Superior Performance Unless You Do Something Different From The Majority

The Acquirer's Multiple
One of my favorite investing books is, The Little Book of Behavioral Investing – How Not To Be Your Own Worst Enemy, by James Montier.
89 months ago

5 Must Read Books – Bruce Greenwald

The Acquirer's Multiple
He's authored a number of books that are highly regarded in the field of finance and investing. Here's some book recommendations by and about Bruce Greenwald.
16 months ago