Monthly Archives: July 2010


We hit the "print" button on our quarterly commentary early last week (about July 12). A day or two later, we received Jeremy Grantham's quarterly commentary. Grantham's commentary goes to a client base worth tens of billions of dollars, while ours goes to a more earthly total dollar valuation. Nonetheless, it was refreshing to see that our view of the world is substantially in line with one of the globe's ...