This guy is Jeremy Grantham - The chief at GMO.
He is a well-respected investment manager and also a perma-bear.
But, his market commentary is always insightful and his asset allocation projection have been spot on for the past 10 years.
Anyway, below is the link to his recent market commentary.
GMO LLC Recent Market Commentary - Reaping the Whirlwind
Give it a read! You will not regret!
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