Everyone seems to know EM is cheap, but when will the gap close? Chart then download: —- —- Link Emerging Markets Charts & Views Website https://www.amundi.com Good investing, Meb Faber theideafarm.com
JPM now does a nice Guide to Alternatives version of their great Guide to the Markets… Chart then download: —- —- Link Guide to Alternatives Website https://www.jpmorgan.com/ Good investing, Meb Faber theideafarm.com
Top podcasts of the week! INVESTMENT —- 1. This Week in Startups E908-9: Roger McNamee Roger McNamee is the founding partner of Elevation Partners, and author of the book, Zucked: Waking Up to the Facebook Catastrophe. Roger discusses his relationship with […]
KKR puts out one of my favorite market outlooks… Chart then download: —- —- Link KKR Another Swing at the Plate Website https://www.kkr.com Good investing, Meb Faber theideafarm.com
A nice overview of the global pension scene if you’re into that sort of thing… Chart then download: —- —- Link Global Pension Assets Study 2019 Website https://www.willistowerswatson.com/ Good investing, Meb Faber theideafarm.com
GSAM on corporates… Chart then download: —- —- Link False Alarm: The Case for Corporate Credit Website https://www.gsam.com Good investing, Meb Faber theideafarm.com
I was trying to find an updated country/region list of revenue location, and this publication was pretty comprehensive (just a little old). Chart then download: —- —- Link Home Bias Website https://www.msci.com/ Good investing, Meb Faber theideafarm.com
About a decade ago people loved emerging markets (when they were expensive) and now that they’re cheap, crickets… Chart then download: —- —- Link A Better Deal Website https://www.gsam.com Good investing, Meb Faber theideafarm.com
DE Shaw on stocks and bonds correlation….can you count on it? Chart then download: —- —- Link Stocks and Bonds Website https://www.deshaw.com/ Good investing, Meb Faber theideafarm.com
Always my favorite read of the year… Chart then download: —- —- Link 2019 GIRY Summary Website https://www.credit-suisse.com/corporate/en/research/research-institute/publications.html Good investing, Meb Faber theideafarm.com
Top podcasts of the week! Finally almost caught up… INVESTMENT —- 1. a16z Podcast: Gaming Goes Mainstream with Bobby Kotick and Marc Andreessen Bobby Kotick is the CEO of Activision Blizzard (a merger he engineered); it’s one of only two video gaming […]
Top podcasts of the (past two, sorry forgot to hit send) week! INVESTMENT—- 1. DoubleLine – The Sherman Show: Dr. Shiller, Sterling Prof on Econ Dr. Shiller discusses key issues he sees coming in 2019, the CAPE ratio and current U.S. market […]