nice week re the nta
interesting read from an investment legend
https://www.gmo.com/docs/default-so...for-a-possible-near-term-melt-up.pdf?sfvrsn=4
a snip from page 12
"A. Suggested action plan for everyone
■ What I would own is as much Emerging Market Equity as your career or business risk can tolerate, and some EAFE. I believe each of these, especially Emerging, has more potential than most think (as noted in my recent piece in GMO’s 3Q 2017 Letter)."
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