21st January 2021 Kit Winder

Jeremy Grantham cries “bubble”!

In today’s Exponential Investor…

What’s the latest from the Wise Old Owl
How to relax about selling during a bubble
Counter cyclicality, ahead of the curve

I read Jeremy Grantham’s latest article over the weekend.

It’s a powerful piece of work.

You can read it here if you haven’t already.

He had a great definition for how to sell, or at least, how to think about selling. (more…)

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