Over My Shoulder

GMO Quarterly Letter – July 2013

By John Mauldin

July 28, 2013

This is the latest quarterly from GMO. No Jeremy Grantham but a very, very good piece from my friend James Montier on income and bonds. It's the second piece. It should be required reading for money managers.

Download - GMO_Quarterly_Letter_-_July_2013.pdf

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