Tuesday, February 09, 2010
1. Jeremy Grantham: Stocks are seriously overpriced
 
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3. Over 820,000 jobs will disappear tomorrow morning
 
4. The best explanation of Barack Obama's agenda we've ever read
 
5. Porter Stansberry: How to earn a safe 17% a year on your cash
 
Master investor Jeremy Grantham is buying... says S&P 500 is worth 900 right now
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Friday, March 27, 2009
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It's easy to make a case for Jeremy Grantham as the best money manager on the planet right now. Yes, better than Warren Buffett. Grantham called the Nasdaq bust. He was very big in timber before it got popular in 2005. He steered his clients' $85 billion out of harm's way last year by staying in safe assets.

In a March letter to shareholders, Grantham advises taking large steps to re-enter the market, not small ones. He sees the S&P 500 worth 900 right now... so he's a buyer. He likes global equities even better. So if you want to be on Grantham's side (and you should), start looking for cheap emerging stocks...

Read letter...

Crux note: The iShares Emerging Market Fund (EEM) is an easy way to make a broad bet on emerging markets that Grantham likes.

Topics: Guru | Stocks
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