The link to Granthams current newsletter. Im waiting for end of jan for his new letter.
In the Bulletin, Barton Biggs has a swipe at the bears. Good read and his writing style is very entertaining. If anyone has read HedgeHogg they would agree.
CHO had a good run on friday. Looked at bki, and I think the two that I will stick with are aui and cho.
Some of the securities in cho you could ignore, but i know the Millners, Richard England and Milton know what there doing.
https://www.gmo.com/Asia-Pacific/CMSAttachmentDownload.aspx?target=JUBRxi51IIAJU%2b4JuIiXJlYowzawh14NeDEyUAnDCVndkHG%2bVv0Bd%2b0p0gIQDDv9Q7aTbDxi3SkIMNZ%2bQUl4U9su3fQEP9wmxt8Np1mBqvc%3d
cho, page-78
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