"It certainly looks like a bubble to us," GMO says. The firm, led by legendary market bear Jeremy Grantham, gave some ideas ...

GMO's Q3 2025 13F portfolio rose to $35.46B, with Microsoft, Alphabet, Meta, Apple, and Lam Research as top holdings. Learn ...

Thorndike, who manages the fund with Ben Inker, says the fund has about 60% of its assets parked in stocks and 40% in bonds. Right now, it's biased toward quality and value stocks, both in U.S. and ...

The most significant addition was Clean Harbors Inc (NYSE:CLH), with 124,557 shares, accounting for 0.08% of the portfolio and a total value of $28.92 million. The second largest addition to the ...

Jeremy Grantham issues a major market warning. An in-depth look at the current economic outlook, stock market trends, and ...

No matter where you come out on the debate, your next move will boil down to one thing: how long you're willing to wait.

The president's tariffs and Elon Musk's DOGE job cuts are hitting markets and growth forecasts. Bill Gross, Paul Krugman, David Rosenberg, and Jeremy Siegel are all bracing for trouble ahead. Michael ...

Jeremy Grantham’s valuation-oriented investment firm is famous on Wall Street for trumpeting the contrarian, and decidedly bearish, views of its co-founder, seemingly every passing year. These days ...

There has never before in history been a time when stock prices have remained this high this long. Has there been some fundamental change in how the market operates that investors who believe in the ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Follow William Edwards Every time William publishes a story, you’ll get an alert straight to your ...

Jeremy Grantham said there is a 25 percent chance that China, the world's second-largest economy, will “stumble” by next year over imbalances such as too much capital spending, an overheating real ...

In a recent conversation with investor, market historian, and environmentalist Jeremy Grantham, we discussed the topic of investing in natural resources. Grantham is no fan of fossil fuels because of ...