April 8, 2019
Fun article from CFA on short seller Robert Wilson… Link Lessons from Short Seller Website https://blogs.cfainstitute.org Good investing, Meb Faber theideafarm.com
April 6, 2019
Everyone likes to chase performance….to their detriment… Chart then download: —- —- Link https://www.morningstar.com/articles/919915/think-twice-before-you-ditch-that-laggard-fund-in-.html Website https://www.morningstar.com Good investing, Meb Faber theideafarm.com
April 4, 2019
Lots of talk recently about some shops getting deeper into PE (CALPERS) and others warning of it…below is Dan Rasmussen with a thoughtful note (check out his old podcat for more info)… Chart then download: —- —- Link Verdad Letter […]
April 2, 2019
JPM puts out a nice chartbook now focusing on retirement…useful for the advisors out there perhaps… Chart then download: —- —- Link JPM Guide Retirement Website https://www.jpmorgan.com Good investing, Meb Faber theideafarm.com
April 1, 2019
Invesco on European stock opportunities… Chart then download: —- —- Link Invesco on Europe Website https://www.invesco.com Good investing, Meb Faber theideafarm.com
March 31, 2019
Top podcasts of the week! INVESTMENT —- 1. Masters in Business: Joshua Miller Discusses the Hot Hand Phenomenon Joshua Miller, economics professor at the University of Alicante discusses some interesting findings from his paper, Surprised By the Hot Hand Fallacy? A […]
March 29, 2019
Simon and Lo yukking it up at MIT…well worth listening to the whole thing… Chart then download: —- —- Link Simons Interview Website https://www.youtube.com/watch?v=srbQzrtfEvY Good investing, Meb Faber theideafarm.com
March 26, 2019
Sometimes we go weeks without sending anything, other times it is multiples in one week. Got a lot coming down the pipe! Maybe best thing I’ve seen in 2019…must view. “Are Valuations Irrelevant?” Lots of other PDFs too… —- —- […]
March 26, 2019
I like Meketa’s research. Here they are with a frontier market overview… —- —- Link Frontier Markets Website meketagroup.com Good investing, Meb Faber theideafarm.com
March 25, 2019
Top podcasts of the week! INVESTMENT —- 1. We Study Billionaires TIP234: Mastermind Discussion Preston Pysh, Stig Brodersen, Toby Carlisle from the Acquirers Multiple, and Hari Ramachandra from Bits Business discuss stock picks for the first quarter of 2019. The […]
March 25, 2019
Some good charts but think they got the label backwards… Chart then download: —- —- Link GLOBAL PRIVATE EQUITY REPORT 2019 Website https://www.bain.com Good investing, Meb Faber theideafarm.com
March 22, 2019
Some good charts but think they got the label backwards… Chart then download: —- —- Link Where to look for opportunities outside U.S. equities Website https://www.eatonvance.com Good investing, Meb Faber theideafarm.com
March 20, 2019
Fun article examining altering your rebal process based on trend… Chart then download: —- —- Link Strategic Rebalancing Website https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3330134 Good investing, Meb Faber theideafarm.com
March 19, 2019
Thoughtful….worth a listen… Chart then download: —- —- Link https://www.bloomberg.com/news/videos/2019-03-18/harding-rewrites-winton-s-quant-playbook-in-search-for-returns-video Website https://www.winton.com/ Good investing, Meb Faber theideafarm.com
March 18, 2019
Top podcasts of the week! INVESTMENT —- 1. Off the Chain – Hany Rashwan Not a lot of crypto here but this one with interesting… 2. Planet Money: Cat Scam Fun overview of drop shipping and challenges of dealing with international fraud… […]