Thursday, February 5, 2015

GMO's 4Q 2014 Letter

Link to: GMO's 4Q 2014 Letter
GMO's 4Q 2014 Letter includes Ben Inker's "Ditch the Good, Buy the Bad and the Ugly," and Jeremy Grantham's "Why Were We So Surprised? The Oil Glut, Saudi Decisions, and the Uniqueness of U.S. Fracking.