January 19, 2021
A look at market returns and the interplay between valuation and dividend yield from Crestmont Research. —- —- Link Rolling Returns, Return Components, and Valuation vs. Dividend Yield – Crestmont Research Good investing, Meb Faber theideafarm.com
January 18, 2021
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a deep dive into the food ecosystem, Joel Greenblatt on policy fixes to help shrink the wealth disparity in the U.S., Cboe on options, the VIX and […]
January 14, 2021
Just macro from Saxo Bank. —- —- Link Macro Chart Mania – Saxo Bank Good investing, Meb Faber theideafarm.com
January 12, 2021
The important choices behind factor design specifications and the impact they can have on results. —- —- Link How Design Choices Impact Low Risk Factor Performance – Two Sigma Good investing, Meb Faber theideafarm.com
January 11, 2021
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Howard Marks & Bill Gurley together with their thoughts on the economy, David Booth on his long and successful career, and a look back at some […]
January 7, 2021
J.P. Morgan’s Q1 2021 Guide to the Markets. —- —- Link Guide to the Markets – 1Q 2021 – J.P. Morgan Good investing, Meb Faber theideafarm.com
January 6, 2021
UBS on real estate and some thoughts on the apartment, office, industrial, and retail sectors. —- —- Link Real Estate Outlook – Seeking equilibrium – UBS Good investing, Meb Faber theideafarm.com
January 5, 2021
Quarterly CAPE Ratio Updates Finally we get to turn the page on a new year! Below I thought we’d report the summary CAPEs with year end 2019, and current. Median CAPE Ratio: 17, 17 (now) 25% cheapest: 12, 12 25% […]
January 4, 2021
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Jeremy Grantham with his take on asset prices around the globe, a great episode on credit derivatives, episodes on annuities and farmland, and Dr. Jim Loehr […]
December 31, 2020
Cliff Asness reflects on some of the pain in factor investing recently, and talks about remaining committed to strategies over the long-run. —- —- Link A Gut Punch – AQR Good investing, Meb Faber theideafarm.com
December 30, 2020
Digging into highly valued stocks and whether or not today’s environment offers any reason to think it’s different this time. —- —- Link The Wisdom of Buying Absurdly Expensive Stocks – Man Good investing, Meb Faber theideafarm.com
December 28, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Jim Chanos on why we’re living in the golden age of fraud, James Aitken with his thoughts on the market and economy, and a startup providing […]
December 23, 2020
Vanguard on the global economy, COVID, and the outlook for global capital markets. —- —- Link Vanguard economic and market outlook for 2021: Approaching the dawn Good investing, Meb Faber theideafarm.com
December 22, 2020
The next evolution, investing gets personal. —- —- Link Custom Indexing: The Next Evolution of Index Investing – OSAM Good investing, Meb Faber theideafarm.com
December 21, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an episode about investing in longevity, health and psychedelics, Vernon Smith on financial bubbles, and Robert Shiller on current market valuations. Investing The Pomp Podcast: #451 […]