Hints and tips:
...Smithsonian) — US investigators say video footage overwritten of work on Boeing jet’s door plug (Reuters) — How stalking and harassment allegations fractured a semiconductor start-up (The Information) — Jeremy...
...By the way, the insertion of a timber forecast is a fun legacy of founder Jeremy Grantham being extremely hot on the investment theme for a bit. It didn’t pan out any better than the EM value forecast....
...Meanwhile wealthy foreigners have expressed anger and “dismay” at chancellor Jeremy Hunt’s decision to abolish the colonial era “non-dom” regime that allowed them to avoid paying tax on overseas income....
...A fortnight on, Circle’s co-founder and chief executive Jeremy Allaire is requesting our attention on the themes of risk management, regulatory oversight, and the systemic value of the technology ecosystem...
...But GMO, the value-oriented investment house founded by Jeremy Grantham, thinks that the next leg of the resurgence will come from “deep value” stocks — reeeeeaally cheap companies, as opposed to just modestly-priced...
...The UK budget presented by Chancellor Jeremy Hunt included £30bn of spending cuts and £25bn of tax rises, while the accompanying forecasts from the Office for Budget Responsibility were straight-up miserable...
...Aside from fretting over the imminent death of our planet, Jeremy Grantham seems to be enjoying himself....
...Send suggestions to me at robin.wigglesworth@ft.com.https://twitter.com/Spencerjakab/status/651899936859099136?...
...(Twitter thread) — The ugly truth about the beautiful game (The Atlantic) — Jeremy Grantham vs Ray Dalio (YouTube) — Valuation meltups and meltdowns (Yardeni Research)...
...But this year as The Spectator’s Low Life columnist Jeremy Clarke got closer and closer to his end in May, I started to live for updates even as he was dying....
Jeremy Grantham on a finite world, eyecrypto, Arsenal nostalgia, Dudley vs stonks and spleens as a status symbol.
...minister, which underlines the reality that in his role as Sunak’s Cabinet Office fixer*, he is Sunak’s representative on earth and the most important person in the government not called “Rishi Sunak” or “Jeremy...
...Famed investor Jeremy Grantham has “by accident” made about $200m from a personal investment in battery-maker QuantumScape after it merged with a listed blank-cheque company — despite deriding the US craze...
...You can do either or both until January 29, in addition to bidding for lunch with Dan McCrum, Katie Martin, Robin Wigglesworth or Chris Giles here....
...Jeremy Grantham, the famed investor who has long rung the alarm about what he calls the fourth “superbubble” of the past 100 years, recently warned that the downturn in more speculative stocks may only have...
...Twitter: @robinwigg Email: robin.wigglesworth@ft.com...
...“The long, long bull market since 2009 has finally matured into a fully fledged epic bubble,” Jeremy Grantham, the venerable British value investor, wrote earlier this year in a letter to clients of GMO,...
...Prominent value investors include Berkshire Hathaway’s Warren Buffett, the hedge fund manager Seth Klarman, GMO’s Jeremy Grantham, and Benjamin Graham, the doyen of financial analysis....
...Jeremy Grantham, the famed contrarian founder of the investment group GMO, thinks even this is optimistic....
...This was by accident the single biggest investment I have ever made,” Grantham told DD’s Eric Platt and the FT’s Robin Wigglesworth....
...“I have been completely amazed,” Jeremy Grantham, the founder of money manager GMO, told CNBC this week....
...Jeremy Cooper, an Australian lawyer who chaired a 2009 review of the country’s superannuation system, says while it is “not ideal” to tap into a long-term retirement savings plan, sometimes a near-term crisis...
...Architect Sarah Wigglesworth has just “future-proofed” her north London home....
...The long-term estimates of GMO, the asset manager founded by Jeremy Grantham, are even more pessimistic....
...My colleagues Colby Smith and Robin Wigglesworth have been covering this story closely, and their Big Read is an accessible education in the impending fallout, with different strategies for how to handle...
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