GMO's Projected 7 Year Returns
Everyone and his dog is signing on to the "New Normal" theme of low returns across all asset classes. Here is GMO's latest: http://seekingalpha.com/article/173731-gmo-s-7-year-asset-class-forecasts-warn-of-low-across-the-board-returns
Also read Hussman's weekly letters (on the Blogs I Like list) for details on this theme. Both Hussman and Grantham have not had very good returns over the past few years, for what that's worth.
May 2020
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Recent Posts
Blogs I Like
- Kirk Lindstrom
Many useful and different market info sources. Mostly free. - Bron's Gold Chat
- QuantumOnline Income Securities
- Tom McClellan Charts
- All Allan
Check Allan's method free charts. - Bill Luby's Vix and More
- Richard Lehman
- Christopher Carolan
Long Wave Sources
- Kondratieff at Mid 2011
Current status of the inflationary up wave. - Nikolai Kondratiev and the early consensus and dissensions...
A thorough review of long wave theory in the 19th century and the reception of Kondratieff's work up to the 1950's. - 2008 Gold Update
- Gold & Kondratieff 2003
- Kondratieff's major paper in English translation
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