February 27, 2014
Combining two of my favorites – Montier and the CAPE ratio. And I’m not just saying that since I have a chart in there! I’m excluding a figure due to internet issues… Download PDF CAPE Crusaders Link http://www.gmo.com/
February 25, 2014
TIAA-CREF and the University of Illinois teamed up for the Center for Farmland Research. You can find lots of white papers on the site, including a fellow on the main page that looks shockingly like Walter White of Breaking Bad. […]
February 20, 2014
I look forward to reading Scott Minerd’s weekly Macro View. The past two weeks he has touched on how the frigid cold in January has temporarily pushed down lots of econ data – and he expects this to be a […]
February 12, 2014
Publication has been slow, so thank you for your patience! The good news is there is a backlog of great reads coming, including my #1 favorite read every year in this issue. CSFB publishes the Global Investment Returns Yearbook each […]
January 28, 2014
We featured an issue of Value Investor Insight about a year ago on The Idea Farm. For those unfamiliar, VII is a monthly publication (and the sister quarterly 13F publication SuperInvestor Insight) focusing on interviews with top value investors. This […]
January 24, 2014
One of the reasons I started Hedge Fund Letters (currently getting redesigned) was that I loved reading old hedge fund letters and interviews. But it has always been impossible to find many of the old letters. Below is a great […]
January 24, 2014
Jared has forgotten more about options than I have ever known. Below he has graciously agreed to share a few issues of his paid newsletter Volatility Tracker with Idea Farm subs. Below is an excerpt of a few trade ideas before the […]
January 19, 2014
I like reading the updates from the real money institutions – foundations, endowments, pension funds and the like. aiCIO is a great website that covers the space. The best part – it is all free. Below are links for the […]
January 17, 2014
Thanks to all of my subscribers for understanding the two week hiatus here on the Idea Farm. It’s been a rough time for the Faber family but good to be back at work. In honor of my Dad, we will […]
January 5, 2014
Publication of the Idea Farm will be going on a temporary hiatus due to an unexpected death in the family, and should resume in a few weeks. I normally keep personal matters private, but since there are so many new […]
January 2, 2014
Below are CAPE updates along with two other charts detailing a) how CAPE did in 2013 and b) the average and median value across the database…
December 31, 2013
A long chart filled piece from JPM. Below is a great chart of country valuations across CAPE, P/B, and dividends. The #1 ranking is one of my favorite picks for 2014! Chart then download: —- —- Download PDF Long Term […]
December 29, 2013
Fun issue from Grant’s on the disconnect between Korean common and preferred shares. Chart then download: —- —- PDF Download Grant’s XMAS Website http://www.grantspub.com/
December 24, 2013
Instead of a download I’m going to direct you to a page that has all the downloads since some are very large. But it is a treasure chest of great papers and PPTs. Included are speeches from Siegel and Shiller […]
December 22, 2013
A few great charts in this very worthy read from Niels Jensen. Below is a chart on a topic that is very timely, namely how flows can distort factor investing. —- —- Download PDF here Squeaky Bum Time Website http://www.arpinvestments.com/