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"Night of Living Fed" by Jeremy Grantham, Chief Investment...

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    "Night of Living Fed" by Jeremy Grantham, Chief Investment Officer of GMO, quarterly newsletter on QE and asset bubbles including Australian housing (pages 15 &16) and gold (page 15). Grantham suggests some longer term investment strategies.

    http://www.gmo.com/websitecontent/JGLetter_NightofLivingFed_3Q10.pdf

    loki

 
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