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Is the “Everything Bubble” Popping?
August 1, 2022 | Last year when Grantham spoke to us, he warned of multiple bubbles across financial markets that he called the “everything bubble”, while highlighting that a downturn in speculative tech stocks would be the canary in the coal mine.
The Truth About Growth Stocks
July 29, 2022 | Traditional value investors have balked at the pricey valuations of Amazon, Alphabet, and many of the other technology darlings, but they’ve missed out on owning some the best-performing stocks of the past twenty years.
The Recession Begins!
July 28, 2022 | “We’re in a sentiment recession. I don’t think we’re in an actual recession.” The definition of a real recession has become a contentious political point, as a strong labor market seems at odds with a downturn in the business cycle.
