October 21, 2012

20% Returns for 100 Years

We hope you are enjoying our emails – if you have any suggestions of letters or research to include please email us and let us know.  Also, if you are enjoying the emails please feel free to pass along to […]
October 19, 2012

The Search For Yield And 9 Other Key Trends

We hope you are enjoying our emails – if you have any suggestions of letters or research to include please email us and let us know.  Also, if you are enjoying the emails please feel free to pass along to […]
October 16, 2012

Elections, Managed Futures, and Four New Factors

Below is our tenth issue of The Idea Farm Weekly!  If you are enjoying the emails please feel free to pass along to your friends and colleagues. In this issue we include some research from Steve LeCompte at CXO Advisory, […]
October 11, 2012

Hmmm…..

Below is our ninth issue of The Idea Farm Weekly!  If you are enjoying the emails please feel free to pass along to your friends and colleagues. In this issue we include the most recent newsletter from Grant Williams, portfolio […]
October 5, 2012

The Idea Farm #8- The New World of Credit

Below is our eigth issue of The Idea Farm Weekly!  If you are enjoying the emails please feel free to pass along to your friends and colleagues. In this issue we include the most recent newsletter from Michael Lewitt, hedge […]
September 30, 2012

The Idea Farm #7 – ETF Report

Below is our seventh issue of The Idea Farm Weekly!  If you are enjoying the emails please feel free to pass along to your friends and colleagues. After polling readers, 75% of you requested sending the emails “whenever I found […]
September 23, 2012

The Idea Farm #6 – Hedge Fund Wisdom

Below is our sixth issue of The Idea Farm Weekly!  If you are enjoying the emails please feel free to pass along to your friends and colleagues. Long time readers of my blog know that we spend a lot of […]
September 16, 2012

The Idea Farm #5 – Wriston’s Law

Below is our fifth issue of The Idea Farm Weekly!  If you are enjoying the emails please feel free to pass along to your friends and colleagues. In this issue we highlight a few reports from Ineichen Research and Management AG, a […]
September 9, 2012

The Idea Farm #4 – Credibly Threaten

Below is our fourth issue of The Idea Farm Weekly, and in this issue we highlight a report from Jared Dillian’s The Daily Dirtnap.   Jared is a former ETF trader at Lehman, and he is the author of Street Freak: Money and […]
September 2, 2012

The Idea Farm #3 – AUD, CAD, and KO vs. Gold

Below is our third issue of The Idea Farm Weekly! In this issue we highlight a report from Grant’s Interest Rate Observer, a NYC investment research firm that has been publishing quality newsletters since 1983. Download the issue here:  Bubble in […]
August 26, 2012

The Idea Farm Weekly #2

Below is our second issue of The Idea Farm Weekly!  Please let us know your thoughts and suggestions, and feel free to pass along to those that might find this email of interest. In this issue we highlight a report […]
August 22, 2012

New White Paper – Global Value

Below is our first issue of The Idea Farm Weekly!  Please let us know your thoughts and suggestions, and feel free to pass along to those that might find this email of interest. Depending on feedback, this email will go out […]