ClaimsJeremy Grantham

“We plan to post the entire set of forecasts to our website along with some preliminary analysis of the results.”

GMO letter (Jeremy Grantham) October 2009 Jeremy Grantham GMO letter 3Q 2009: Just Desserts and Markets Being Silly Again (Scribd)

Promise Their own work or organisation

GMO plans to post its entire set of forecasts to its website with some preliminary analysis of the results.

Unresolvable The public record could not settle it.

Promise: Commitments to the person's or organisation's own future action, with something to deliver: was it delivered?

Said for an organisation they lead or work for; it counts on both records.

What would count as true or false

No deadline is given. True: GMO posted on its website the entire set of the seven-year forecasts referred to, together with some preliminary analysis of the results. Mostly false: only part of the forecasts was posted, or the forecasts were posted without any analysis. False: positive evidence that the full set was never posted, such as archived versions of GMO's website over the following years lacking it, or a GMO statement that the plan was dropped. A later GMO statement that it posted them counts only if the posted material itself contains the full set of forecasts.

Set before the research began.

Evidence (3)

  1. E1 Are the GMO Predictions of Asset Style Returns Accurate Duke University Economics Department (Edward Tower) · 10 November 2008

    “Each month, GMO publishes on the web its predictions of the real rate of return for various asset styles over the next seven years.”
  2. E2 JGLetter_StopPresses_4Q09.indd GMO (Quarterly Letter, January 2010, 'What a Decade!') · January 2010 Own record

    “Normalcy is what we assume in our 7-year forecasts and in our old 10-year forecasts.”
  3. E3 Contents - GMO Advisor Perspectives · 23 July 2025

    “GMO has posted a new 7-Year Asset Class Forecast.”

Reasoning

The promise refers to posting the entire set of forecasts with some preliminary analysis of the results. E1 (2008) and E3 (2025) show GMO publishes current 7-year forecasts on its website, but neither shows that the full historical set was posted together with analysis. E2 only mentions the forecasts' assumptions. The evidence does not settle whether the specific promised posting occurred.

Cite this claim

Jeremy Grantham, “GMO plans to post its entire set of forecasts to its website with some preliminary analysis of the results.” (said October 2009). Verdict: unresolvable. Reliability API, claim c_da8752c6eb17, method 0.1.0+28da144b, dataset release v1.1.2. https://epistacklabs.com/claims/c_da8752c6eb17

This claim is in dataset release v1.1.2, with the same verdict.

Reply to this claim

For Jeremy Grantham, or someone speaking for them: a correction or counter-evidence. Replies are read before anything is shown; an approved reply shows your name, role, date, statement and link. Your email address is never shown and is deleted 30 days after the decision (privacy).

Verdicts are made automatically; how verdicts are made.