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 […]

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

Invesco on European stock opportunities… Chart then download: —- —- Link Invesco on Europe Website https://www.invesco.com Good investing, Meb Faber theideafarm.com

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 […]

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

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… —- —- […]

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

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 […]

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

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

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

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

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… […]

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