James Montier has consistently been one of the most interesting analysts on the other side of the pond. But since James joined Jeremy Grantham’s GMO, we have seen the output of his writing plummet.
GMO is a big buy side shop, so they don’t feel the need to publish daily or weekly. But a monthly pub schedule is a bit light for an idea driven guy like James, so the former SocGen analyst has reactivated his blog, BEHAVIOURAL INVESTING.
Glad to see it . . .