Great charts in J.P. Morgan’s Q4 2021 Guide to the Markets. —- —- Links Q4 2021 Guide to the Markets – J.P. Morgan Good investing, Meb Faber theideafarm.com

GMO’s two part series on inflation and thoughts on dealing with it in the context of inflation hedges and stores of value. —- —- Links Part 1: Inflation – Tall Tales and True Causes – GMO Part 2: What to […]

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have GMO’s Ben Inker on value stocks, Ray Dalio on how he views the world today, and an episode on Vanguard’s curious entrance into the private equity […]

A great overview of wine grape farmland investing. —- —- Links Understanding wine grape farmland investing – Westchester Good investing, Meb Faber theideafarm.com

Bridgewater gets into what “net zero” and government action might actually mean for investors and the global economy by walking through the potential impacts to oil. —- —- Links What will the Global Push to Net Zero Mean for Oil? […]

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have a deep dive into the Evergrande saga, a must-listen interview with Anderson Cooper, and Goldman Sachs’ David Kostin with a market update. Investing Odd Lots: Understanding […]

In an expensive market, opportunities can still exist for those willing to focus on individual companies and let fundamentals drive the process. —- —- Links With Early Cycle Behind Us, Securities Must Stand on Own Merits – Janus Henderson Good […]

4 simple reasons to take a look internationally. —- —- Links 4 Reasons to Invest Internationally – Diamond Hill Good investing, Meb Faber theideafarm.com

Given today’s low yield environment, Man discusses some methods on how to navigate. The first step being acceptance. —- —- Links Navigating the Lowest-Yielding Bond Market in History – Man Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Doug Leone on leading VC firm Sequoia, the man who started the indexing revolution, and Leigh Drogen on his quantamental approach to crypto. Investing ***Must Listen*** […]

The case for systematic long put strategies and a review of concepts investors commonly turn to for equity loss mitigation. —- —- Links Portfolio Protection: One Size Fits None – Janus Henderson Good investing, Meb Faber theideafarm.com

AQR demonstrates the impact of tax efficiency on investment results, and the impact matters, especially over long time horizons. —- —- Links Does Tax Efficiency Just Delay the Tax Burden? – AQR Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Meb Faber sharing his investment philosophy, Marc Andreessen on the history of Silicon Valley, a way you can invest in wine, and an interview with Angels […]

Morningstar’s latest study of investor returns finds investors earned less than the total return of their fund investments over the 10 years ended December 31 2020. The issue? Timing. —- —- Links Why Fund Returns Are Lower Than You Might […]

The value factor looks attractive, but is there a fundamental reason it is cheap? AQR explores the question. —- —- Links Are Value Stocks Cheap for a Fundamental Reason? – AQR Webisode Good investing, Meb Faber theideafarm.com