Jeremy Grantham rang the alarm on inflation, interest rates, markets, and the economy. The veteran investor predicts stocks will tumble and a protracted recession will strike. Grantham shared the story of his dot-com bubble call, and said he’s betting big on venture capital. Loading Something is loading. Thanks for signing up! Access your favorite topics… Continue reading Jeremy Grantham sounds the alarm on stocks, recession, inflation, and interest rates in a new interview. Here are his 8 best quotes.
Jeremy Grantham warns the AI boom won’t stop a recession – and stocks are still likely to crash
The AI boom won’t prevent a recession, according to Jeremy Grantham. “AI is very important. But I think it’s perhaps too little, too late,” he told Bloomberg. Stock prices will fall when that economic slump hits, the legendary investor added. Loading Something is loading. Thanks for signing up! Access your favorite topics in a personalized… Continue reading Jeremy Grantham warns the AI boom won’t stop a recession – and stocks are still likely to crash
Vivek Ramaswamy’s ‘anti-woke’ investment firm now manages assets worth more than $1 billion
Republican presidential candidate Vivek Ramaswamy is the cofounder of an “anti-woke” ETF firm. The company was set up last year and now manages assets worth more than $1 billion. Ramaswamy’s firm is a riposte to the ESG-centric policies of some big investment firms. Loading Something is loading. Thanks for signing up! Access your favorite topics… Continue reading Vivek Ramaswamy’s ‘anti-woke’ investment firm now manages assets worth more than $1 billion
Nvidia is a stock bubble and its popping could trigger a broader market crash, investing legend Rob Arnott says
Nvidia stock has formed a bubble and should it pop, that could trigger a total market crash, investing legend Rob Arnott said. He classed the chipmaker company as a “textbook story of a Big Market Delusion” due to its sky-high valuation. “Would Nvidia’s popping bring down the whole market? “It’s very possible,” Arnott said. Loading… Continue reading Nvidia is a stock bubble and its popping could trigger a broader market crash, investing legend Rob Arnott says
Investors are forgetting the ‘pain before the pivot’ – and failing to see the debt disaster ahead, expert warns
Investors are forgetting how brutal the period before Fed rate cuts can be, Stephanie Pomboy warns. Rate hikes caused delayed damage, and rate cuts don’t work instantly, the Macro Mavens founder says. Pomboy expects the delayed impacts of higher interest rates to hammer households and businesses. Loading Something is loading. Thanks for signing up! Access… Continue reading Investors are forgetting the ‘pain before the pivot’ – and failing to see the debt disaster ahead, expert warns
Dividends Are in a Rut
There is a doctrine that one year’s investment champions become the subsequent year’s failures. In 2023, this again is true, but the fallen heroes are unexpected: high-dividend-yield stocks and funds. The puzzle is whether dividend-focused strategies are set for years of relative decline, or if this is a case of massive short-term outperformance predictably returning… Continue reading Dividends Are in a Rut
Elon Musk jabs at Lucid after its CEO raked in $379 million of total compensation last year
Elon Musk took aim at Lucid Motors over its executive compensation in a X post on Monday. The Tesla CEO trumpeted performance-based pay after Lucid’s CEO received $379 million last year. Lucid’s Peter Rawlinson was rewarded for achieving market-value milestones, as Musk was in 2021. Loading Something is loading. Thanks for signing up! Access your… Continue reading Elon Musk jabs at Lucid after its CEO raked in $379 million of total compensation last year
Despite Country Garden’s last-gasp payment, China’s property sector remains in crisis: two-thirds of its developers with most offshore debt are defaulters
One of China’s largest developers averted a debt default Monday after paying two coupons during the grace period. But the property crisis is far from over – with Bloomberg data showing 34 of the top 50 developers as defaulters. The remaining 16 firms face almost $1.5 billion of combined bond payments due September, per the… Continue reading Despite Country Garden’s last-gasp payment, China’s property sector remains in crisis: two-thirds of its developers with most offshore debt are defaulters
Recent Post
