May 30, 2018

Corporate Bond Factors

Starting to be more research and info on factors applied to corporate bonds… Chart and download: —- —- Downloads Multi Factor Approach to Corporate Bonds Website Good investing, Meb Faber
May 28, 2018

Will it Blend?

Age old question:  Do you rank factors individually then combine the portfolios, or average the rankings?  Which works best? Chart and download: —- —- Downloads Food for Thought: Integrating vs. Mixing Website Good investing, Meb Faber
May 23, 2018

Shark Attack!

Been beating this drum for awhile now… Chart and download: —- —- Downloads How to Avoid a Shark Attack Website Good investing, Meb Faber
May 21, 2018

M* Observer

Nice chart book from Morningstar…I’m including two other pieces, all three worth reading. Chart and downloads: —- —- Downloads Morningstar Market Observer How Long Can a Good Fund Underperform Its Benchmark? Fund Fees Website Good investing, Meb Faber
May 19, 2018

Real Estate Betas

Great piece from Mladina on real estate betas… Short quote then the download: “The compensated portion of public REIT returns is explained by a rich factor mix that is analogous to a port- folio composed of approximately 60% small value […]
May 18, 2018

Comfort is Not Your Friend

Some great charts in here that make you pause and recon Chart and download: —- —- Downloads Comfort is Not Your Friend Website Good investing, Meb Faber
May 18, 2018

Savings vs Returns

This is a fun exercise…what’s more important, savings or returns? Chart and download: —- —- Downloads Savings or Returns? Website Good investing, Meb Faber
May 17, 2018

2018 Target-Date Fund Landscape

Good overview of the Target Date Fund Landscape… Chart and download: —- —- Downloads Morningstar Target Date Fund Overview Website Good investing, Meb Faber
May 10, 2018

Global Bonds

Vanguard thinks you should hedge your global bonds…. Chart and download: —- —- Downloads Going global with bonds: The benefits of a more global fixed income allocation Website Good investing, Meb Faber
May 8, 2018

Tiger Quants

Lots of goodness in this article from Novus, an old regular here on the Farm we haven’t featured in awhile… Chart and download: —- —- Downloads Are Tiger Cubs Evolving Into Tiger Quants? Website Good investing, Meb Faber
April 30, 2018


Discount to NAV seems to be one of the best factors to select REITs, and here is a macro chart from Green Street on sector wide NAVs… Chart and download: —- —- Downloads Real Estate Stocks Are on Sale but […]
April 24, 2018

Happiness & the Gorilla

Some personal finance in here, lots of life thoughts too… Pic and download: —- —- Downloads Happiness and the Gorilla Website Good investing, Meb Faber
April 23, 2018

TopDown Chartbook

Callum Thomas puts together a great chartbook, and he graciously agreed to share an issue….enjoy! Chart and download: —- —- Downloads April 2018 Website Good investing, Meb Faber
April 22, 2018

A Better P/B

There’s been a lot in the literature about how P/B has lost its mojo.  Here’s OSAM on how to potentially fix that… Graph and download: —- —- Downloads Negative Equity, Veiled Value, and the Erosion of Price-to-Book Website Good […]
April 18, 2018

GDP Linked Bonds

I’m not that familiar with GDP linked bonds.  Seems like an interesting idea Shiller has been talking about for a long time. Here is an article and free eBook on the topic (no pics straight to download). Downloads GDP Linked […]