Tuesday, February 09, 2010
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2. Why you should be prepared to see silver fall in 2010
 
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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
 
Jeremy Grantham's favorite class of stocks right now
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Tuesday, July 28, 2009
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By Daily Crux Editor Brian Hunt

Blue chips good, China bad.

Those are the latest ideas from famed contrarian investor Jeremy Grantham. He noted in a recent letter to clients that high-quality blue chip stocks have been "trashed" on a relative basis by risky junk stocks in the past few months.

His firm, GMO, also believes China is "dangerously unbalanced and very likely to come unhinged in the next few quarters." Grantham fans will be interested to know there is a double-short China ETF with the symbol FXP.

Read full article...

More on China's market:

Chinese stimulus rally a "sick joke" says analyst

Research firm predicts major stock market crash next week

Short selling alert: World's top performing market now at 36 times earnings

Topics: Guru | China | Stocks
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