Categories

Pragmatic Capitalism

Capital for Living a More Practical Life

GMO quarterly letter

« Back to Previous Page
0
Marked as spam
Cullen Roche Posted by Cullen Roche
Posted on 07/28/2015 8:26 PM
370 views
Private answer
See also: Grantham to Investors: Brace Yourselves. This video of his keynote address at the Morningstar investment conference covers many of the themes in the letter: http://www.morningstar.com/cover/videocenter.aspx?id=705311 No firm tests my ability to control my emotions when making allocation decisions like GMO. They are very persuasive? It would be great to see your thoughts on their dynamic allocations approach and forecasts, Cullen.
Marked as spam
Posted by Anonymous
Answered on 07/29/2015 9:49 PM
    Private answer
    Actually, “They are very persuasive?” was meant to be a statement, not a question. To be more specific, what are your thoughts on GMOs dynamic allocation approach and forecasts? Do you think they have a role to play for making allocation decisions involving the savings portfolio?
    Marked as spam
    Posted by Anonymous
    Answered on 07/29/2015 10:00 PM
      « Back to Previous Page