GMO's Q3 2025 13F portfolio rose to $35.46B, with Microsoft, Alphabet, Meta, Apple, and Lam Research as top holdings. Learn ...

Thorndike, who manages the fund with Ben Inker, says the fund has about 60% of its assets parked in stocks and 40% in bonds. Right now, it's biased toward quality and value stocks, both in U.S. and ...

The bubble expert noted that past periods of lofty valuations were followed by painful downturns. Grantham said he rang the alarm a couple of years too early, but that's nothing new for him. The ...

The rise in passive investing marks one of the stock market’s “most profound changes” ever, but its popularity hasn’t ruined the market, according to analysis from Jeremy Grantham’s GMO. GMO, ...

Woman, 22, claims "puritan culture" is infiltrating gen z—sparks debate Valerie Bertinelli Shares the Unconventional ...

He compared the hype for AI to the 1990s internet craze and 1920s railroad boom. He predicts a sharp drop for stocks but long-term transformative impacts from AI developments. The market's endless ...

The most significant addition was Clean Harbors Inc (NYSE:CLH), with 124,557 shares, accounting for 0.08% of the portfolio ...

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Though I’m in no position to decide who qualifies to be labeled “genius,” if I had to guess, I’d say that Jeremy Grantham is beyond brilliant. The way he speaks is so deliberate that not a single ...

Jeremy Grantham's 13F portfolio value increased from $22.66B to $27.52B this quarter. The largest five stakes in the portfolio are Microsoft Corporation, Alphabet, Meta Platforms, UnitedHealth, and ...

An image of a chain link. It symobilizes a website link url. Copy Link Stocks are in a bubble that's bound to burst, there's no imminent risk to dollar dominance, and bitcoin is a tool for criminals ...