Ben Johnson with some thoughts on ARK, the rarefied air it finds itself in, and measuring and managing capacity. —- —- Link No Room on the ARK? – Morningstar Good investing, Meb Faber theideafarm.com

2020 – yields went down, credit spreads tightened, and prices for many risk assets went up. Meketa lays out expectations for 2021 and beyond. —- —- Link Capital Markets Expectations 2021 – Meketa Good investing, Meb Faber theideafarm.com

Carve out some time for the GIRY 2021. —- —- Link Credit Suisse Global Investment Returns Yearbook 2021 Summary Edition Website Credit Suisse Research Institute Good investing, Meb Faber theideafarm.com

Nice analysis of startup failure rates by stage. —- —- Link Dissecting startup failure rates by stage – Sebastian Quintero Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have two episodes with people who built their firms based on strong values, an episode with one of the main people featured in The China Hustle documentary, […]

Some thoughts on fixed income, and ideas on what to do with the 40 in the traditional 60/40 stock bond portfolio. —- —- Link What to do With the 40 – Northern Trust Good investing, Meb Faber theideafarm.com

An oldie but goodie. Low cost, a thoughtful qualitative manager selection process, and patience – timeless advice on some important elements of putting active management to work. —- —- Link Keys to improving the odds of active management success – […]

An excellent piece from Warren Pies on a historic shift that looks to be in store for momentum strategies. —- —- Link Historic Turbulence Ahead – 3Fourteen Research Good investing, Meb Faber theideafarm.com

Berkshire’s 2020 shareholder letter. —- —- Link 2020 Shareholder Letter – Berkshire Hathaway Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have another episode with Jeremy Grantham on why we’re living in a historic market bubble, Mike Green on his political framework for assessing current issues in America, […]

Ray Dalio puts the current market into perspective. —- —- Link Stock Market Bubble? – Ray Dalio Good investing, Meb Faber theideafarm.com

Regenerative agriculture and thoughts on mobilizing investment across asset classes. Plus, an excellent bibliography for anyone interested in a true deep dive on the subject. —- —- Link Soil Wealth – Electris, Humphreys, Lang, LeZaks, Silverstein Good investing, Meb Faber […]

Annual investor presentation complete with a portfolio update after an excellent 2020. —- —- Link Annual Investor Presentation, February 18 2021 – PSH Good investing, Meb Faber theideafarm.com

Rob Arnott and crew explore value investing, and question whether or not underperformance means we’re in a new normal for value. —- —- Link Reports of Value’s Death May Be Greatly Exaggerated – Arnott, Harvey, Kalesnik, Linnainmaa Good investing, Meb […]

Prospects for a pickup in global growth, accommodative policy, and risks that lie ahead. Goldman Sachs covers this and more in their 2021 outlook. —- —- Link Outlook – US Resilient – Goldman Sachs Good investing, Meb Faber theideafarm.com