Sunday, November 22nd, 2009

Posts Tagged ‘ hedge fund investing ’

How Shall We Then Invest?

Oct 30th, 2008 | By John Mauldin | Category: Financial News

Warren Buffett says buy. Jeremy Grantham says it will get worse. Both are celebrated value investors. Who is right? It all depends upon your view of the third derivative of investing. Today we look at valuations in the stock market. This is the second part of a speech I have given in the past few weeks in California and Stockholm. I am updating the numbers, as the target keeps moving.