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Surely no one treats these as anything other than a long-running bit that GMO are inexplicably committed to? Just absolute clown-level numbers.https://twitter.com/JCoumarianos/status/1364326621222682626 …
Exclusive sneak peek into the methodology: Jeremy Grantham has a fever dream and beats off to the thought of EM value outperforming US large caps by 11.2% p/a *every year for seven years* then the analysts slavishly write it down in return for their monthly smack hit.
color palette is definitely showing strong improvementpic.twitter.com/hcLYA4Qse6
I stopped tracking the GMO numbers once they dropped the timber forecasts
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