October 18, 2019
We live in an increasingly interconnected world, and it is reflected in markets. Check out this great report on country revenue exposure from Morningstar. —- —- Link Morningstar Revenue Atlas Good investing, Meb Faber theideafarm.com
October 16, 2019
Wellington covers international equity diversification, value, and China’s fit in an EM allocation. —- —- Link Top of Mind: Existential questions about value, international diversification, and China. Good investing, Meb Faber theideafarm.com
October 14, 2019
Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have episodes on the yield curve, WeWork, and happiness. Business The Compound Show: The Yield Curve Indicator (with Josh, Michael, and Campbell […]
October 12, 2019
Divergent investment styles and returns in emerging market equities. —- —- Link Does Style Still Matter in Emerging Markets? – Lazard Good investing, Meb Faber theideafarm.com
October 10, 2019
A review of 2018 S&P 500 Global Sales. —- —- Link S&P 500 2018: Global Sales Good investing, Meb Faber theideafarm.com
October 7, 2019
Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have author Jim Collins on what we can learn from long lasting organizations, an episode on applying machine learning to the investment […]
October 5, 2019
Scott Galloway sounds off on WeWork. —- —- Link WeWTF – Scott Galloway Good investing, Meb Faber theideafarm.com
October 3, 2019
Diversification works across asset classes globally, countries, and even sectors. Ray illustrates aspects of diversification and how that single principle has stacked up historically. —- —- Link Diversifying Well Is the Most Important Thing You Need to Do in Order […]
October 1, 2019
Quarterly CAPE Ratio Updates! Not much change this Q (sounding like a broken record) Median CAPE Ratio: 17 25% cheapest 12 25% most expensive: 28 (U.S. in this bucket) Average of Foreign Developed: 21 Average of Foreign Emerging 15 […]
September 30, 2019
Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have episodes on companies providing liquidity in illiquid markets, venture capitalist Bill Gurley on issues with the IPO process, and Jeff Ma […]
September 25, 2019
See how the US cannabis investment opportunity stacks up, and catch a glimpse of some key US state markets. —- —- Link Cannabis In America – Echelon Good investing, Meb Faber theideafarm.com
September 23, 2019
Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have an episode with the author of Random Walk Down Wall Street, a must listen on applying data analytics to sports and sports […]
September 22, 2019
Points the bears might be missing about the IPO market. —- —- Link Blitzscale and Hope – Epoch Good investing, Meb Faber theideafarm.com
September 18, 2019
A nice dive into US market history over the past 40 years from FTSE Russell. —- —- Link Russell US Indexes – 40 years of insights Good investing, Meb Faber theideafarm.com
September 16, 2019
Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have Professor Robert Shiller discussing the market and animal spirits, and a very real discussion on expected future stock returns. Business The […]