How an overheated IPO market this year could derail U.S. stocks.
Jeremy Grantham warns about an AI bubble, bemoans his pandemic bet, and advises young people to gain practical skills in his ...
The onslaught of tech mega IPOs expected in 2026 could suck money away from the broader market as investors chase the hype, GMO says.
It is surprising, then, that Grantham’s book The Making of a Permabear, written with Edward Chancellor, is his first. Often ...
The veteran investor compared the AI boom to the internet and railroad manias of the past. The "probabilities that AI will not bust are slim to none," Grantham said. Jeremy Grantham says AI is one of ...
The most significant addition was TotalEnergies SE (NYSE:TTE), with 1,550,700 shares, accounting for 0.26% of the portfolio and a total value of $101.26 million. The second largest addition to the ...
Jeremy Grantham’s GMO is paying the price for yet another contrarian call by its co-founder. Convinced that U.S. equities were unjustifiably expensive given the economic damage from the pandemic, the ...
Jeremy Grantham was born toward the tail end of the Great Depression, but has surfed plenty of subsequent booms and busts in his storied investment career. He recounts the experience, with wit and ...
Jeremy Grantham, chief investment strategist of Boston-based Grantham, Mayo, Van Otterloo & Co., said margins will send stock markets tumbling when they eventually revert to their mean.
For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about ...