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Jeremy Grantham's Letter on Natural Resources

"Time to Wake Up: Days of Abundant Resources and Falling Prices Are Over Forever
The world is using up its natural resources at an alarming rate, and this has caused a permanent shift in their value."

Link to GMO Letter on M*:
http://news.morningstar.com/articlenet/SubmissionsArticle.aspx?submissionid=116599.xml

Full GMO PDF Letter:
http://www.gmo.com/websitecontent/JGLetterALL_1Q11.pdf

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