The PolyCapitalist

Friday, December 9

Jeremy Grantham's Full December 2011 Quarterly Letter

JGLetter_ShortestLetterEver_3Q112

Email This BlogThis!Share to X Share to Facebook Share to Pinterest

Tags: Alan Greenspan, Ben Bernanke, Bonds, China, Commodities, Equities, Eurozone, Inequality, Investing, Predictions, U.S.

No comments:

Post a Comment

Newer Post Older Post Home

Subscribe to: Post Comments (Atom)

Recent Posts

► 2013 (8)
- ► May (3)
- ► Mar (3)
- ► Feb (2)

► 2012 (68)
- ► Dec (1)
- ► Nov (3)
- ► Oct (7)
- ► Sep (8)
- ► Aug (3)
- ► Jul (3)
- ► Jun (2)
- ► May (13)
- ► Apr (5)
- ► Mar (3)
- ► Feb (9)
- ► Jan (11)

▼ 2011 (309)
- ▼ Dec (15)
- ► Nov (18)
- ► Oct (29)
- ► Sep (32)
- ► Aug (24)
- ► Jul (21)
- ► Jun (35)
- ► May (60)
- ► Apr (8)
- ► Mar (12)
- ► Feb (30)
- ► Jan (25)

► 2010 (126)
- ► Dec (27)
- ► Nov (30)
- ► Oct (10)
- ► Sep (7)
- ► Aug (9)
- ► Jul (11)
- ► Jun (15)
- ► May (17)

Recommended Sites

The PolyCapitalist

This blog focusses on macro, tech and geopolitics. Periodically content from this blog is posted on other sites, such as Seeking Alpha and The Business Insider.

Your comments are welcomed and appreciated. Suggestions and guest post inquires can be emailed to polycapitalist at gmail dot com.

Subscribe

Posts

Posts

Comments

Comments

Tag Cloud

2011 2012 U.S. Presidential Election Academia Accounting Shenanigans Adieu Afghanistan Africa AI Airplanes Al Roth Alan Greenspan Alex Salmond Alexis Tsipras Alternative Currencies Alternative Energy Americas Analysis Android Apartheid Appeasement Apple Argentina Asia Asteroid Collision Athens Austerity Australia Bail In Banca d'Italia Bank Holiday Bank Jog Bank of America Bank of Canada Bank of Sweden Bank Run Bankers Barrack Obama Barry Eichengreen Basel III Behavioural Economics Belgium Ben Bernanke BHAG Bill Gross BIS Bitcoin Black Swans BOE BOJ Bond Bubble Bonds Bosnia-Herzegovina Brad DeLong Brain Drain Brazil Bretton Woods BTPs Bundesbank California Campaign Finance Reform Canada Capital Controls Capitalism Carmen Reinhart Cash CBO Central Banks Chimerica China Chindia Christine Lagarde CIA Civil War Class Warfare Climate Change Cold War Collusion Columbia Commodities Communism Compensation Competition Consumer Activism Consumption Tax Contagion Copper Corruption Cost of Living CPI Creative Destruction Credit Bubble Credit Rating Agencies Crony Capitalism Culture Currencies Currency War Cyprus Czech Republic Dani Rodrik David Einhorn Debt Cancellation Debt Deflation Debt Monetization Decentralization Deflation Democracy Demographic Trends Demographics Denmark Deposit Insurance Derivatives Diamonds Diplomacy Directed Lending Dodd-Frank Drachma Drug War DSGE Dwight Eisenhower ECB Econ Entertainment Economic Growth Economic History Economic War Economy Econoratti Education Egypt Elections Electric Cars Elizabeth Warren Elon Musk Empathy Energy Policy Entitlements Environment Equities Espionage Ethics EU Euro Euro 2012 Eurogeddon Europe European Sovereign Debt Crisis Eurozone Evil Evolution ExxonMobil Facebook Farming FBI FDIC Fed Independence Fed Secrecy Federal Reserve Federalism Fiat Currencies Finance Financial Collapse Financial Crisis Financial Innovation Financial Instability Financial Regulation Financial Repression Financial Stability Board Fiscal Crisis Food Footbal Fractional Reserve Banking France Freedom Freedom of Assembly Freedom of Information Act Freedom of Speech Fusion G20 G7 GDP Indexed Bonds Generational Accounting Genocide Geopolitics George Soros Germany Glass Steagall Global Competitiveness Global Warming Globalization Gold Gold Bubble Gold Haters Gold Price Gold Standard Gold Storage Goldman Sachs Google Government Bailout Government Subsidies Graham Towers Grand Strategy Graphics Great Convergence Great Depression Great Divergence Great Recession Great Stagnation Greece Groovy GSEs Hackers Happiness Healthcare Hedge Funds History Hollywood Hong Kong Hooey Housing Humanity Hungary Hurricanes Hyman Minsky Hyperinflation Hyperloop Hypocrisy Iceland IMF Immigration Incentives Income Tax Independence India Inequality Inflation Infrastructure Innovation Inside Job Institutions Interest Rates International Law Investing iPhone Iran Iraq Ireland Islam Israel Italy iTV Jack Grubman Japan Jeffrey Sachs Jerry Brown JGBs Jim Chanos Jim Cramer Jim Rogers Ken Rogoff Keynes vs. Hayek Kim Jong-il Krona Kyle Bass Larry Summers Latvia Laurence Kotlikoff Leadership Lender of Last Resort Liberty Libya Lichtenstein Life Extension Links Lloyd Shapley Loans Lobbying London Luxembourg Macroprudential Regulation Main Street Mario Draghi Mario Monti Mark Carney Martin Wolf Mathematics Media Medical Costs Medical Ethics Medical Science Megabanks Mergers and Acquisitions Mervyn King Mexico Michael Burry Michael Lewis Microcredit Microsoft Middle-East Military Industrial Complex Milton Friedman Minsky Mobile Money Monopolies Montagu Norman Montenegro Moral Hazard Moral Suasion Movies Municipal Debt Nassim Taleb National Security NATO Negative Interest Rates Neoclassical Economics Netherlands New Democracy New Depression New York New Zealand Newspeak Niall Ferguson Nikkei Nobel Prize Nominal GDP Targeting North Korea Norway Nuclear Weapons Occupy Wall St. Oil OPEC Operation Twist Pakistan Palestine PASOK Path Dependence Patriotism Paul Krugman Paul Volcker Peter Thiel Philosophy Photos Podcasts Poland Political Political Economy Political Reform Ponzi population decline Population Growth Populism Portugal Pound Sterling Predictions Printing Money Privacy Private Debt Private Property Productivity Propaganda Proprietary Trading Psychology QE Lite QE2 QE3 Qualcomm Quantitative Easing Quantity Theory of Money Quote of the Day Raghuram Rajan Ray Dalio Ray Kurzweil Real Estate Crash Regulatory Arbitrage Regulatory Capture Religion Renminbi (Yuan) Reserve Currency Retirement Reviews Revolution Robert Shiller Romania Rule of Law Russia Rwanda Sandy Science Scotland SDRs SEC Silver Silvio Berlusconi Simon Johnson Singapore Singularity Sleep Slovakia Smartphones SNB Sociology Software Somalia Somaliland South Africa South Sudan Sovereign Debt Crisis Sovereign Default Space Spain State Budget Crisis Task Force Statistics Steve Jobs Stimulus Stock Market Strategic Default Structural Deficit Sudan Sweden Swiss Franc Switzerland Syriza Systemic Risk T Target Credit TARP Tax Reform Tax Transfers Taxes Tea Party Tech Tech Bubble TED spread Term Limits Terror War The Blob Third Party Tim Geithner Too Big for Trial Too Big to Fail Too Big to Save Too Bigger to Fail Too Crooked to Fail Totalitarianism TPC Humor Attempts Trade War Transmission Channels Transparency Transportation Travel Troika Tunisia Turkey TV Twitter Tyler Cowen U.N. U.S. U.S. Congress U.S. Dollar U.S. Fiscal Crisis U.S. President U.S. Treasuries U.S. Treasury UK Unemployment USSR Valuation Videos Virtue Wall Street Warfare Warren Buffet Weather WikiLeaks Windows Phone World Bank WWI WWII WWIII Yen Zero Lower Bound ZIRP

Disclaimer

Nothing I write constitutes an investment recommendation. I am merely giving my opinions and detailing some of my personal investment activities.

I recommend that you perform your own independent research and/or speak with a qualified investment professional before making any financial decisions.

Copyright © 2010-2013. All rights reserved. The PolyCapitalist is a trademark of the author. Powered by Blogger.