Learning from past crises, Verdad covers an alternative to buy-and-hold in emerging markets. —- —- Link Emerging Markets Crisis Investing – Verdad Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Jeremy Grantham and Ben Inker on market bubbles, and Howard Lindzon and Jason Calacanis about the convergence of private and public markets. Investing Masters in Business: […]

Stocks are really risky, even over the long-run. —- —- Link Stocks in the long run…are still risky – Klement Stocks for the long run? Evidence from a broad sample of developed markets – Anarkulova, Cederburg, O’Doherty Good investing, Meb […]

Diversified allocations have led to disappointing returns relative to a US focused 60/40 blend in recent memory. Looking at long-term history, diversification held up and now may be a particularly important time to be revisiting diversified strategies. —- —- Link […]

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Chamath Palihapitiya on what makes him tick, Carson Block on his thoughts on recent short-selling news, and Adam Grant with an overview of his new book, Think […]

Capital Market Line update from PineBridge. —- —- Link Bubble, or Structural Imbalance? – Capital Market Line – PineBridge Good investing, Meb Faber theideafarm.com

U.S. equities outperformed international equities over the past decade. A repeat in the coming decade isn’t looking favorable. Vanguard walks through past returns and what the future might look like for global equities. —- —- Link A tale of two […]

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have John Hussman with his view of the market, Aswath Damodaran on the recent short squeeze, Jason Zweig on how to remain sane during market volatility, and […]

Invesco walks through the case for a weaker US dollar and the ramifications for international stocks. —- —- Link 7 reasons for a weaker US dollar and stronger international stocks – Invesco Good investing, Meb Faber theideafarm.com

Market thoughts and major themes as we look into 2021 and beyond. —- —- Link 2021: Another Voice – KKR Good investing, Meb Faber theideafarm.com

Thoughts on credit, the suburban rental market, e-commerce and COVID-accelerated shifts, and overlays to help navigate the coming decade. —- —- Link 2021 Best Ideas – The Future in Focus – PGIM Good investing, Meb Faber theideafarm.com

A review of managed futures themes of 2020 from RCM Alternatives. —- —- Link Managed Futures 2020 – Strategy Review – RCM Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Michael Phelps on what it takes to be the best in the world, Tom Gayner on building a “Baby Berkshire”, Corey Hoffstein on lessons he learned […]

Investing in real estate stocks on dividend yield? Results may hinge on distinguishing between real estate companies. —- —- Link Real estate stocks: A wedge in the dividend yield totem – Robeco Good investing, Meb Faber theideafarm.com

A look at conditions and drivers laying the foundation for non-US outperformance. —- —- Link The Case for Outperformance of non-US Assets – Oxford Economics Good investing, Meb Faber theideafarm.com