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GMO

Investment manager Boston Founded 1977 www.gmo.com

Boston asset allocator co-founded by Jeremy Grantham, built on mean reversion and long-horizon valuation forecasts. Its quarterly letters and Grantham's bubble essays are a standing counterweight to consensus optimism.

What they publish

GMO Research Library and Quarterly Letter

GMO's quarterly letters, white papers and Jeremy Grantham's essays on bubbles, valuation and long-horizon asset allocation. Read them to hear the firm that has argued for mean reversion longer than almost anyone.

Letters Intermediate Quarterly letter, plus white papers and Grantham viewpoints several times a year
Browse all books
Research from the Street
Suggest a book
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What It Takes Stephen A. Schwarzman
A World Without Work Daniel Susskind
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An Ugly Truth Sheera Frenkel
Animal Spirits George A. Akerlof
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California Burning Katherine Blunt
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Money for Nothing Thomas Levenson
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Trade Wars Are Class Wars Matthew C. Klein
Trillion Dollar Triage Nick Timiraos
Trillions Robin Wigglesworth
Understanding Wall Street Jeffrey B. Little
Up Close and All In John Mack
Value Investing Bruce C. Greenwald
Willful Blindness Margaret Heffernan
Winning Now, Winning Later David M. Cote
A Monetary and Fiscal History of the United States, 1961–2021 Alan S. Blinder
Blitzed Norman Ohler
Boom Michael Shnayerson
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Elon Musk Ashlee Vance
Empire of Pain Patrick Radden Keefe
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Hillbilly Elegy J. D. Vance
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Quit Annie Duke
Rebellion, Rascals, and Revenue Michael Keen
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Super Pumped Mike Isaac
The Alchemists Neil Irwin
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The Wall Street Journal Complete Money and Investing Guidebook Dave Kansas
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1929 Andrew Ross Sorkin
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Our Dollar, Your Problem Kenneth Rogoff
Our Lives in Their Portfolios Brett Christophers
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Seven Crashes Harold James
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Shock Values Carola Binder
Taming the Street Diana B. Henriques
The Art of Spending Money Morgan Housel
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UBS Global Investment Returns Yearbook (Summary Edition) UBS
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Lincoln Private Market Index Lincoln
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CFA Institute Research Foundation Publications CFA Institute Research Foundation
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The Rise and Risks of Private Credit IMF
FRED (Federal Reserve Economic Data) St. Louis Fed
SEC EDGAR and the SEC's Guides to Reading Filings SEC
Liberty Street Economics New York Fed
Federal Reserve Financial Stability Report Federal Reserve Board
BIS Quarterly Review and Annual Economic Report BIS
IMF Global Financial Stability Report IMF
Damodaran Online: Data Sets Damodaran
Damodaran's Free Online Valuation and Corporate Finance Classes Damodaran
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Robert Shiller's Online Data (CAPE and Long-Run US Markets) Shiller
Financial Markets (ECON 252) with Robert Shiller Shiller
MIT 15.401 Finance Theory I (Andrew Lo) MIT OCW
Invest Like the Best Colossus
Capital Allocators Capital Allocators
Acquired Acquired
2025 Wall Street Reading List
2024 Wall Street Reading List
2023 Wall Street Reading List
2022 Wall Street Reading List
2021 Wall Street Reading List
2020 Wall Street Reading List
2019 Wall Street Reading List
2018 Wall Street Reading List
2017 Wall Street Reading List
2016 Wall Street Reading List
2015 Wall Street Reading List
2014 Wall Street Reading List
2013 Wall Street Reading List
2012 Wall Street Reading List
Doers & Authors
Intern Essentials
Silicon Valley Stories
Michael Lewis Collection
Frauds and Scandals
Abhijit Banerjee
Abraham Newman
Adam Fergusson
Adam Grant
Alan S. Blinder
Alex O. Imas
Alice Schroeder
Alok Sama
Andrew Chen
Andrew Ross Sorkin
Andrew W. Lo
Anne Case
Annie Duke
Annie Lowrey
Ashlee Vance
Aswath Damodaran
Atossa Araxia Abrahamian
Barry Ritholtz
Ben Horowitz
Ben McKenzie
Ben S. Bernanke
Bench Ansfield
Benjamin Graham
Benjamin Wallace
Benoit B. Mandelbrot
Bethany McLean
Bill Browder
Brad Stone
Bradley Hope
Brendan Ballou
Brett Christophers
Bruce C. Greenwald
Bryan Burrough
Burton G. Malkiel
Byrne Hobart
Carmen M. Reinhart
Carola Binder
Caroline Criado Perez
Carrie Sun
Charles Duhigg
Charles Kindleberger
Charles T. Munger
Chris Guillebeau
Chris Miller
Christopher Leonard
Dan Ariely
Dan Davies
Dan McCrum
Daniel Kahneman
Daniel Susskind
Dave Kansas
David Carey
David Enrich
David Epstein
David Graeber
David Kirkpatrick
David M. Cote
David M. Rubenstein
David McCullough
David McWilliams
Diana B. Henriques
Dr. Steven Novella
Duncan Mavin
Ed Catmull
Edward Chancellor
Edward Fishman
Edwin Lefevre
Eliot Brown
Eric Balchunas
Frank J. Fabozzi
Gardiner Harris
Gary Stevenson
George A. Akerlof
George Selgin
George Soros
Gregory Zuckerman
Gretchen Morgenson
Hans Rosling
Harold James
Henry Farrell
Howard Marks
Iris Bohnet
J. D. Vance
Jacob Silverman
James B. Stewart
James Clear
James P. O'Shaughnessy
James White
Javier Blas
Jeffrey B. Little
Jennifer Burns
Jill Lepore
Jim Collins
Jocko Willink
Joe Nocera
Joel Greenblatt
John Carreyrou
John Kay
John Kenneth Galbraith
John Mack
John Rolfe
John Y. Campbell
Joshua Rosner
Kate Conger
Katherine Blunt
Kenneth Rogoff
Kit Chellel
Liam Vaughan
Liaquat Ahamed
Lionel Barber
Luke Burgis
Lynn W. Jeter
Malcolm Gladwell
Margaret Heffernan
Maria Konnikova
Mariana Mazzucato
Mark J. Higgins
Mark Spitznagel
Mary Childs
Matthew C. Klein
Matthew Campbell
Max Chafkin
Megan Greenwell
Michael Keen
Michael Lewis
Michael Shnayerson
Mike Bird
Mike Isaac
Morgan Housel
Nassim Nicholas Taleb
Nate Silver
Nathaniel Popper
Neil Irwin
Nick Bilton
Nick Maggiulli
Nick Timiraos
Nicole Perlroth
Norman Ohler
Orlando Whitfield
Patrick Radden Keefe
Paul Blustein
Paulina Bren
Peter Attia MD
Peter L. Bernstein
Peter Lynch
Peter Thiel
Phil Huber
Phil Knight
Philip A. Fisher
Philip Augar
Philip E. Tetlock
Pulak Prasad
Rachel Abrams
Rana Foroohar
Ray Dalio
Rebecca Henderson
Reed Hastings
Richard Dawkins
Richard H. Thaler
Rob Copeland
Robert B. Cialdini
Robert E. Rubin
Robert G. Hagstrom
Robert J. Shiller
Robin Wigglesworth
Roger Lowenstein
Ron Chernow
Ron Lieber
Rosie Collington
Russ Buettner
Ryan Mac
Safi Bahcall
Saleha Mohsin
Sam Zell
Sarah Frier
Satyajit Das
Scott Patterson
Scott Wapner
Sebastian Mallaby
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Sheelah Kolhatkar
Sheera Frenkel
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Simon Clark
Simon Sinek
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Stephen Dubner
Stephen Witt
Steven D. Levitt
Sujeet Indap
Susanne Craig
Sven Beckert
Tarun Ramadorai
Thomas G. Macpherson
Thomas L. Friedman
Thomas Levenson
Thomas Piketty
Tobias E. Carlisle
Tobias Huber
Tom Wright
Turney Duff
Victor Haghani
Walter Isaacson
Warren Buffett
Will Louch
William J. Bernstein
William Quinn
William Thorndike
Yepoka Yeebo
Yuval Noah Harari
Zeke Faux
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