Jeremy Granthma of GMO has just released his must read quarterly update. He loves the recent Volcker rules, says the Fed is playing with fire and that the market is only worth about 850 on the S&P.
Source: GMO
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.
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