Via FTAlphaville:
FT Alphaville is currently beavering away on a number of longer-term projects, which we hope to share with you soon, so sorry for the relative radio silence.
However, we just caught wind of a new note from GMO’s James Montier — one of various boffins in the storied firm’s Asset Allocation team who also, like the author, has a penchant for terrible shirts — which we thought was worth flagging.
