April 7, 2021
The Q2 2021 Guide to the Markets from J.P. Morgan —- —- Link 2Q 2021 Guide to the Markets – J.P. Morgan Good investing, Meb Faber theideafarm.com
April 5, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Balaji and Tim Ferriss with one of the best episodes of the year, part 2 of Coby Karl’s interview with Phil Jackson, and the story of […]
April 4, 2021
Quarterly CAPE Ratio Updates First quarter is in the books! Median CAPE Ratio: 18 25% cheapest: 12 25% most expensive: 30 Average of Foreign Developed: 23 Average of Foreign Emerging 15 We’ve mentioned this note in every update but bears […]
April 2, 2021
An analysis of drivers of return for value and growth styles and addressing the argument that a value-driven portfolio is a shorter duration investment than a growth-driven one. —- —- Link The Duration of Value and Growth – Much closer […]
April 1, 2021
Misconceptions about today’s value spread and the opportunity in value investing. —- —- Link Value Investing is Dead? No, Long Live Value! – DoubleLine Good investing, Meb Faber theideafarm.com
March 31, 2021
The investment opportunity in permanent crops. Well supported demand fundamentals, properties in position to meet sustainability standards, and a variety of crop types to get involved with. —- —- Link Permanent crops and investment opportunity – Manulife Investment Management Good […]
March 29, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Jason Hsu on why an active approach to investing in Chinese equities is best and an episode that covers why influencers should choose equity vs cash. […]
March 26, 2021
Vanguard’s Joe Davis on asset bubbles. —- —- Link Asset bubbles and where to find them – Vanguard Good investing, Meb Faber theideafarm.com
March 25, 2021
Rob Arnott and crew walking through the electric vehicle industry. —- —- Link Big Market Delusion: Electric Vehicles – Research Affiliates Good investing, Meb Faber theideafarm.com
March 23, 2021
Valuation changes, expected returns, and the value factor over the long run. —- —- Link The Long Run is Lying to You – AQR Good investing, Meb Faber theideafarm.com
March 22, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have a must listen with Dan Rasmussen on his private equity thesis and how to profit in emerging market crises, a deep dive into NFT’s, and a […]
March 18, 2021
J.P. Morgan’s 1Q 2021 Guide to Alternatives. —- —- Link Guide to Alternatives 1Q 2021 – J.P. Morgan Good investing, Meb Faber theideafarm.com
March 17, 2021
Some background on farmland in Brazil with a special focus on the balance between farming and sustainability. —- —- Link Sustainable Farmland Investment In Brazil – Genesis Good investing, Meb Faber theideafarm.com
March 16, 2021
A few stats on tax drag. —- —- Link Taxes – It’s Not What You Make, It’s What You Keep – BlackRock Good investing, Meb Faber theideafarm.com
March 14, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have former Enron CFO Andy Fastow on legal fraud occurring in corporate America, Bill Bernstein’s thoughts on the current state of the market, two must-listens from Meb […]