valuecfa Posted March 1, 2009 Share Posted March 1, 2009 Morningstar conveniently grouped together the recent shareholder letters/commentaries of some of the top asset managers. I thought some might enjoy them. http://news.morningstar.com/articlenet/article.aspx?id=269611#fairholme Cheers Link to comment Share on other sites More sharing options...
valuecfa Posted March 1, 2009 Author Share Posted March 1, 2009 I found this Jeremy Grantham chart of asset class returns particularly interesting: https://www.gmo.com/America/CMSAttachmentDownload.aspx?target=JUBRxi51IICigUvyTzKY4fvr4%2f1GHIOwmkEsuoDtdni0roYHNiKsEWJWoxGecPkwcxsHM7uDiq24CADG8raiRnIaiHFJyrfBDVTp1qfXAkI%3d Link to comment Share on other sites More sharing options...
link01 Posted March 1, 2009 Share Posted March 1, 2009 thnx for that link. i have a morningstar subscription, but i dont comb thru it every day so i may have missed this. havent read all the letters but one that has stood out so far is paul mcCaullys of pimco. those guys, particularly gross, el-erian, & mccaully are terrific. http://www.pimco.com/LeftNav/Featured+Market+Commentary/FF/2009/GCB+February+2009+McCulley+Saving+Capitalistic+Banking.htm Link to comment Share on other sites More sharing options...
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