GMO Quarterly Letter | 2Q 2010

2Q 2010 GMO Quarterly Letter

A series for summer essays by Jeremy Grantham:

Portfolio Outlook and Recommendations | Page 1

Finance Goes Rogue (But Volcker Wins a Round!) | Page 3

The Fearful, Speculative Market | Page 4

Everything You Need to Know About Global Warming in 5 Minutes | Page 7

“Seven Lean Years” Revisited | Page 9

Aging Populations, Pensions, and Health Costs | Page 11


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