28,548 claims · page 248 of 286
| Verdict | Person | Kind | Said | Claim | Topic |
|---|---|---|---|---|---|
| Not researched | Jeremy Grantham | Factual | Apr 2012 | Around July 2008 Grantham advised GMO clients to ignore benchmark and career risk and reduce equity holdings to rock-bottom. Jeremy Grantham · Factual · Apr 2012 | Their own work or organisation |
| Own records only | Jeremy Grantham | Factual | Apr 2012 | GMO could sign no clients to its benchmark-free allocation approach until 2001. Jeremy Grantham · Factual · Apr 2012 | Their own work or organisation |
| Not researched | Jeremy Grantham | Factual | Apr 2012 | GMO's Global Asset Allocation Strategy delivered over twice the return per unit of volatility of its benchmark over the last 10 years. Jeremy Grantham · Factual · Apr 2012 | Their own work or organisation |
| Not checkable | Jeremy Grantham | Not checkable | Apr 2012 | I will point out that this last decade was a very favorable one Jeremy Grantham · Not checkable · Apr 2012 | |
| Not checkable | Jeremy Grantham | Not checkable | Apr 2012 | Bear in mind – as such clients will not – that although we are taking enormous career or business risk Jeremy Grantham · Not checkable · Apr 2012 | |
| Not checkable | Jeremy Grantham | Not checkable | Apr 2012 | From now on, my letter will focus on a particular issue every quarter as it has increasingly over the last few years. Jeremy Grantham · Not checkable · Apr 2012 | |
| Not checkable | Jeremy Grantham | Not checkable | Apr 2012 | Picking oil, say, versus insurance is much more visible and therefore more dangerous. Jeremy Grantham · Not checkable · Apr 2012 | |
| Own records only | Jeremy Grantham | Factual | Apr 2012 | GMO's estimate of standard client patience time has been 3.0 years in normal conditions. Jeremy Grantham · Factual · Apr 2012 | Their own work or organisation |
| Not checkable | Jeremy Grantham | Not checkable | Apr 2012 | Too big a safety margin and we are leaving too much money on the table; we are probably protecting our job rather than attempting to… Jeremy Grantham · Not checkable · Apr 2012 | |
| Not checkable | Jeremy Grantham | Not checkable | Apr 2012 | The extra year is very important with any investment product, but in asset allocation, where mistakes are obvious, it is absolutely huge… Jeremy Grantham · Not checkable · Apr 2012 | |
| Not checkable | Jeremy Grantham | Not checkable | Apr 2012 | I believe this is not good for us or our clients, who tend to rebound into much different portfolios, often, given the circumstances of an… Jeremy Grantham · Not checkable · Apr 2012 | |
| Unresolvable | Jeremy Grantham | Factual | Apr 2012 | Ben Inker has led GMO's asset allocation group for more than 10 years. Jeremy Grantham · Factual · Apr 2012 | Their own work or organisation |
| Not checkable | Jeremy Grantham | Not checkable | Apr 2012 | This creates herding, or momentum, which drives prices far above or far below fair price. Jeremy Grantham · Not checkable · Apr 2012 | |
| Not checkable | Jeremy Grantham | Not checkable | Apr 2012 | The existence of the strategy will do at least two things. Jeremy Grantham · Not checkable · Apr 2012 | |
| Own records only | Jeremy Grantham | Factual | Apr 2012 | Grantham said he believes that this strategy, like roughly 90% of GMO's long-only strategies relative to their benchmarks, takes considerably less real risk. Jeremy Grantham · Factual · Apr 2012 | Their own work or organisation |
| Not checkable | Jeremy Grantham | Not checkable | Apr 2012 | You apparently can survive betting against bull market irrationality if you meet three conditions. Jeremy Grantham · Not checkable · Apr 2012 | |
| Not checkable | Jeremy Grantham | Not checkable | Apr 2012 | In other words, it measures career risk: the risk of embarrassing your boss and losing your job. Jeremy Grantham · Not checkable · Apr 2012 | |
| Not checkable | Jeremy Grantham | Not checkable | Apr 2012 | The central truth of the investment business is that investment behavior is driven by career risk. Jeremy Grantham · Not checkable · Apr 2012 | |
| Not checkable | Jeremy Grantham | Not checkable | Apr 2012 | It is easy for a spokesperson to receive credit for the work of a team, and this has often been the case for me. Jeremy Grantham · Not checkable · Apr 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | But bubbles blown large enough inevitably pop. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | Our working level for liquidity is $20 billion; $10 billion is our absolute minimum. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | For taxpaying investors like you and me, the picture has been far worse. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | Under today’s conditions, therefore, I do not like currency-based investments. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | Farms, real estate, and many businesses such as Coca-Cola (KO), IBM (IBM), and our own See’s Candy meet that double-barreled test. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | Assets can fluctuate greatly in price and not be risky as long as they are reasonably certain to deliver increased purchasing power over… Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | Most of these currency-based investments are thought of as “safe.” Warren Buffett · Not checkable · 9 Feb 2012 | |
| Unresolvable | Warren Buffett | Prediction | 9 Feb 2012 | Buffett predicts that over any extended period, the equity-type investment category he favours will be by far the safest of the three major investment categories. Warren Buffett · Prediction · 9 Feb 2012 | Economics and markets |
| Not yet due | Warren Buffett | Prediction | 9 Feb 2012 | Buffett said he was confident that, over the century, the $9.6 trillion current valuation of pile A will compound at a rate far inferior to that achieved by pile B. Warren Buffett · Prediction · 9 Feb 2012 | Economics and markets |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | High interest rates, of course, can compensate purchasers for the inflation risk they face with currency-based investments Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | Meanwhile, if you own one ounce of gold for an eternity, you will still own one ounce at its end. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | “In God We Trust” may be imprinted on our currency, but the hand that activates our government’s printing press has been all too human. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | Their beta may be zero, but their risk is huge. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | In truth they are among the most dangerous of assets. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | Gold, however, has two significant shortcomings, being neither of much use nor procreative. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Unresolvable | Warren Buffett | Factual | 9 Feb 2012 | At a gold price of $1,750 per ounce at the time of writing, the world's gold stock is worth about $9.6 trillion. Warren Buffett · Factual · 9 Feb 2012 | Economics and markets |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | More succinctly, investing is forgoing consumption now in order to have the ability to consume more at a later date. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | The second major category of investments involves assets that will never produce anything, but that are purchased in the buyer’s hope that… Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not researched | Warren Buffett | Factual | 9 Feb 2012 | The US dollar has lost 86% of its value since 1965, when Buffett took over management of Berkshire. Warren Buffett · Factual · 9 Feb 2012 | Economics and markets |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | Right now bonds should come with a warning label. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not researched | Warren Buffett | Factual | 9 Feb 2012 | It takes at least $7 today to buy what $1 bought in 1965. Warren Buffett · Factual · 9 Feb 2012 | Economics and markets |
| Unresolvable | Warren Buffett | Factual | 9 Feb 2012 | An individual taxed at an average 25% earning 5.7% on Treasury bills over 47 years would have had zero real income after taxes and inflation. Warren Buffett · Factual · 9 Feb 2012 | Economics and markets |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | Governments determine the ultimate value of money, and systemic forces will sometimes cause them to gravitate to policies that produce… Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | At Berkshire the need for ample liquidity occupies center stage and will never be slighted, however inadequate rates may be. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | My own preference — and you knew this was coming — is our third category: investment in productive assets, whether businesses, farms, or… Warren Buffett · Not checkable · 9 Feb 2012 | |
| Mostly true | Warren Buffett | Factual | 9 Feb 2012 | Berkshire holds significant amounts of currency-based investments, primarily short-term ones. Warren Buffett · Factual · 9 Feb 2012 | Their own work or organisation |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | we will purchase currency-related securities only if they offer the possibility of unusual gain Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | The riskiness of an investment is not measured by beta (a Wall Street term encompassing volatility and often used in measuring risk) but… Warren Buffett · Not checkable · 9 Feb 2012 | |
| Resolved true | Warren Buffett | Factual | 9 Feb 2012 | The world's gold stock is about 170,000 metric tons. Warren Buffett · Factual · 9 Feb 2012 | Economics and markets |
| Not researched | Warren Buffett | Factual | 9 Feb 2012 | Over the 47 years since 1965, continuously rolling US Treasury bills produced 5.7% annually. Warren Buffett · Factual · 9 Feb 2012 | Economics and markets |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | This type of investment requires an expanding pool of buyers, who, in turn, are enticed because they believe the buying pool will expand… Warren Buffett · Not checkable · 9 Feb 2012 | |
| Unresolvable | Warren Buffett | Prediction | 9 Feb 2012 | Buffett said he believes that over any extended period, investing in businesses, whether owned in their entirety or through sizable holdings of marketable stocks, will prove to be the runaway winner among the three investment categories he examined. Warren Buffett · Prediction · 9 Feb 2012 | Economics and markets |
| Unresolvable | Warren Buffett | Factual | 9 Feb 2012 | Over the past century, these instruments destroyed the purchasing power of investors in many countries even as interest and principal were paid on time. Warren Buffett · Factual · 9 Feb 2012 | Economics and markets |
| Unresolvable | Warren Buffett | Prediction | 9 Feb 2012 | The destruction of investors' purchasing power by these instruments will forever recur. Warren Buffett · Prediction · 9 Feb 2012 | Economics and markets |
| Unresolvable | Warren Buffett | Factual | 9 Feb 2012 | A tax-free institution would have needed 4.3% annual interest from bond investments over the period described, during which it came to take $7 to buy what $1 had bought, simply to maintain its purchasing power. Warren Buffett · Factual · 9 Feb 2012 | Economics and markets |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | What motivates most gold purchasers is their belief that the ranks of the fearful will grow. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | Current rates, however, do not come close to offsetting the purchasing-power risk that investors assume. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | You can fondle the cube, but it will not respond. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | we are now 180 degrees removed from such prospects. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | From time to time such policies spin out of control. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Warren Buffett | Not checkable | 9 Feb 2012 | Berkshire’s goal will be to increase its ownership of first-class businesses. Warren Buffett · Not checkable · 9 Feb 2012 | |
| Not checkable | Nouriel Roubini | Not checkable | 2012 | Scary Oil Nouriel Roubini · Not checkable · 2012 | |
| Not checkable | Nouriel Roubini | Not checkable | 2012 | The Straits of America Nouriel Roubini · Not checkable · 2012 | |
| Not checkable | Nouriel Roubini | Not checkable | 2012 | Europe’s Short Vacation Nouriel Roubini · Not checkable · 2012 | |
| Not checkable | Nouriel Roubini | Not checkable | 2012 | A Global Perfect Storm Nouriel Roubini · Not checkable · 2012 | |
| Not checkable | Nouriel Roubini | Not checkable | 2012 | American Pie in the Sky Nouriel Roubini · Not checkable · 2012 | |
| Not checkable | Nouriel Roubini | Not checkable | 2012 | The Uptick’s Downside Nouriel Roubini · Not checkable · 2012 | |
| Resolved true | Nate Silver | Factual | 2012 | In a 2012 interview, Nate Silver described himself as being somewhere between a liberal and a libertarian. Nate Silver · Factual · 2012 | Their own work or organisation |
| Not checkable | Steven Pinker | Not checkable | 10 Nov 2011 | the outsourcing of deterrence and revenge to a disinterested third party, including the police and court system; the growth of commerce… Steven Pinker · Not checkable · 10 Nov 2011 | |
| Resolved true | Steven Pinker | Promise | 10 Nov 2011 | Steven Pinker's next book project will be a style manual for the 21st century, a competitor to Strunk and White incorporating modern linguistics and cognitive science. Steven Pinker · Promise · 10 Nov 2011 | Their own work or organisation |
| Not checkable | Steven Pinker | Not checkable | 10 Nov 2011 | But ‘Better Angels’ made me appreciate the forces of civilization and enlightenment which have made our lives so much more peaceable than… Steven Pinker · Not checkable · 10 Nov 2011 | |
| Not checkable | Steven Pinker | Not checkable | 10 Nov 2011 | makes the present less sinister, the past less innocent. Steven Pinker · Not checkable · 10 Nov 2011 | |
| Resolved true | Steven Pinker | Factual | 10 Nov 2011 | Cognition and language are Steven Pinker's research specialty. Steven Pinker · Factual · 10 Nov 2011 | Their own work or organisation |
| Mixed | Steven Pinker | Factual | 10 Nov 2011 | Every category of violence, from war deaths to spanking of children to films harming animals, has declined. Steven Pinker · Factual · 10 Nov 2011 | Philosophy, ethics and society |
| Not checkable | Steven Pinker | Not checkable | 10 Nov 2011 | My most surprising discovery was that the most important better angel may be reason: the cognitive faculties with which we understand the… Steven Pinker · Not checkable · 10 Nov 2011 | |
| Not checkable | Steven Pinker | Not checkable | 10 Nov 2011 | Among the better angels of our nature — the psychological faculties that caused violence to decline — are self-control, empathy, and a… Steven Pinker · Not checkable · 10 Nov 2011 | |
| Mostly true | Steven Pinker | Factual | 10 Nov 2011 | Great powers and developed countries have stopped going to war, and worldwide deaths in warfare may be at an all-time low. Steven Pinker · Factual · 10 Nov 2011 | Philosophy, ethics and society |
| Unresolvable | Steven Pinker | Prediction | 10 Nov 2011 | Institutionalized violence that can be eliminated by the stroke of a pen, such as capital punishment, criminalization of homosexuality, callous treatment of farm animals and corporal punishment in schools, will continue to decline. Steven Pinker · Prediction · 10 Nov 2011 | Philosophy, ethics and society |
| Unresolvable | Steven Pinker | Factual | 10 Nov 2011 | During the millennia humans spent as hunter-gatherers, the average rate of violent death was higher than in the worst years of World War II and about five times the rate of death from all wars, genocides and human-made famines in the 20th century. Steven Pinker · Factual · 10 Nov 2011 | Philosophy, ethics and society |
| Not checkable | Steven Pinker | Not checkable | 10 Nov 2011 | Human nature is extraordinarily complex, and includes both bellicose and peaceable motives. Outbreaks of violence or peace depend on which… Steven Pinker · Not checkable · 10 Nov 2011 | |
| Not checkable | Steven Pinker | Not checkable | 6 Oct 2011 | John Mueller's "Terror, Security, and Money"--an expose of all the money and lives we waste combating an exaggerated terrorist threat. Steven Pinker · Not checkable · 6 Oct 2011 | |
| Mixed | Steven Pinker | Factual | 6 Oct 2011 | Death rates from war and homicide today are a fraction of what they were in previous decades and centuries. Steven Pinker · Factual · 6 Oct 2011 | Philosophy, ethics and society |
| Not checkable | Steven Pinker | Not checkable | 6 Oct 2011 | A style manual for the 21st century: how cognitive science and modern linguistics can help us write clearer and more graceful prose. Steven Pinker · Not checkable · 6 Oct 2011 | |
| Not checkable | Steven Pinker | Not checkable | 6 Oct 2011 | they read the news and see bombings and shootings and war, and think we're living in violent times. Steven Pinker · Not checkable · 6 Oct 2011 | |
| Not checkable | Steven Pinker | Not checkable | 6 Oct 2011 | One was how brutal our ancestors were. Steven Pinker · Not checkable · 6 Oct 2011 | |
| Not checkable | Steven Pinker | Not checkable | 6 Oct 2011 | human nature is a complex system with many parts: some of them lead us to commit violence; others--what Lincoln called "The better angels… Steven Pinker · Not checkable · 6 Oct 2011 | |
| Unresolvable | Steven Pinker | Factual | 6 Oct 2011 | Many kinds of violence have decreased in frequency. Steven Pinker · Factual · 6 Oct 2011 | Philosophy, ethics and society |
| Not checkable | Steven Pinker | Not checkable | 6 Oct 2011 | Whether violence actually breaks out depends on which features of human nature are triggered by the environment. Steven Pinker · Not checkable · 6 Oct 2011 | |
| Mostly true | Steven Pinker | Factual | 6 Oct 2011 | The Old Testament is filled with genocides commanded by God, the lives of the saints with gory torture, and medieval knights were bloodthirsty warlords. Steven Pinker · Factual · 6 Oct 2011 | Philosophy, ethics and society |
| Not checkable | Steven Pinker | Not checkable | 6 Oct 2011 | I wrote the book, then, to persuade people of two things: that violence has, contrary to appearances, come down, and that this can be… Steven Pinker · Not checkable · 6 Oct 2011 | |
| Mixed | Steven Pinker | Factual | 6 Oct 2011 | Homicide in the US, war in Africa, rape, spousal abuse, child abuse, spanking and hate crimes have all declined since records were first kept. Steven Pinker · Factual · 6 Oct 2011 | Philosophy, ethics and society |
| Not checkable | Steven Pinker | Not checkable | 6 Oct 2011 | I knew that this fear made no sense for two reasons. Steven Pinker · Not checkable · 6 Oct 2011 | |
| Mostly true | Steven Pinker | Factual | 6 Oct 2011 | War is in decline all over the world, as argued in Joshua Goldstein's Winning the War on War. Steven Pinker · Factual · 6 Oct 2011 | Other global risks |
| Resolved true | Steven Pinker | Factual | 6 Oct 2011 | Steven Pinker is a professor who teaches psychology classes and conducts research on language and the human mind. Steven Pinker · Factual · 6 Oct 2011 | Their own work or organisation |
| Mostly true | Steven Pinker | Factual | 6 Oct 2011 | Until recently, people brought whole families to watch heretics being burned, broken on the wheel, or disemboweled. Steven Pinker · Factual · 6 Oct 2011 | Philosophy, ethics and society |
| Not checkable | Steven Pinker | Not checkable | 6 Oct 2011 | I believe there is such a thing as human nature--that the mind is not a blank slate, and that we don't get all our emotions and drives from… Steven Pinker · Not checkable · 6 Oct 2011 | |
| Not checkable | Tyler Cowen | Not checkable | Oct 2011 | but it feels too ordinary for me. Tyler Cowen · Not checkable · Oct 2011 | |
| Resolved true | Tyler Cowen | Factual | Oct 2011 | The novel Eyes of God is about intrigue and Indonesia. Tyler Cowen · Factual · Oct 2011 | Other |
| Not checkable | Tyler Cowen | Not checkable | Oct 2011 | now the go-to book on its topic, recommended. Tyler Cowen · Not checkable · Oct 2011 | |
| Not checkable | Tyler Cowen | Not checkable | Oct 2011 | The Barbarian Nurseries reaps high praise and is well-written Tyler Cowen · Not checkable · Oct 2011 | |
| Resolved true | Tyler Cowen | Factual | Oct 2011 | Eyes of God is a novel by Philip Babcock, an economist at UC Santa Barbara. Tyler Cowen · Factual · Oct 2011 | Other |
“I believe that this strategy, like roughly 90% of GMO’s long-only strategies relative to their benchmarks, takes considerably less real risk.”
Jeremy Grantham, GMO co-founder, letter author April 2012 My Sister's Pension Assets and Agency Problems (GMO)
Grantham said he believes that this strategy, like roughly 90% of GMO's long-only strategies relative to their benchmarks, takes considerably less real risk.
Own records only Only the person's or their organisation's own records speak to it, so it is not scored.
Said for an organisation they lead or work for; it counts on both records.
Reasoning
Whether this strategy and GMO's other long-only strategies take less real risk than their benchmarks could only be settled from GMO's own records.
Cite this claim
Jeremy Grantham, “Grantham said he believes that this strategy, like roughly 90% of GMO's long-only strategies relative to their benchmarks, takes considerably less real risk.” (said April 2012). Verdict: own records only. Reliability API, claim c_f0e0f37ca4fe, method 0.1.0+28da144b. https://epistacklabs.com/claims/c_f0e0f37ca4fe
Verdicts are made automatically; how verdicts and scores are made. The same data is on Hugging Face under CC BY 4.0.