Jeremy Grantham’s old quarterly letters
Jeremy Grantham is the founder of GMO, one of the biggest quant hedge funds. Jeremy has been instrumental in my trading journey. He taught me that predicting the U.S. stock market is all about valuations + understanding the economy.
Jeremy used to publish a quartlerly newsletter on his GMO.com website. However, the website doesn’t maintain copies of its historical quarterly newsletters.
Over the years I have been able to accumulate Jeremy’s historical newsletters from 1997 – present. These newsletters are highly insightful. Reading his thought process during various market stages will help you piece together a solid trading strategy for the U.S. stock market.
Click here to download his quarterly newsletters as a ZIP file (open the ZIP file and you’ll find all the PDF’s).