April 22, 2021

The Case for PE

Vanguard’s take on private equity. —- —- Link The case for private equity at Vanguard – Vanguard Good investing, Meb Faber theideafarm.com
April 20, 2021

SPACs

A deep dive on SPACs. —- —- Link SPACs – Gahng, Ritter, Zhang Good investing, Meb Faber theideafarm.com
April 19, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Rob Arnott’s current thoughts on the market, the story behind the first mutual fund to ETF conversion, and Dr. Daniel Crosby on the intersection of psychology […]
April 17, 2021

DB Pension Trends

Some great charts on the state of defined benefit pension plans. —- —- Link Defined Benefit Pension Trends – J.P. Morgan Good investing, Meb Faber theideafarm.com
April 16, 2021

Rockefeller – Capital Market Assumptions

Strategic and longer-term outlook from Rockefeller Global Family Office. —- —- Link Capital Market Assumptions – 10-Year Strategic and Longer-Term Secular Outlook for Asset Classes – Rockefeller Good investing, Meb Faber theideafarm.com
April 14, 2021

Japan

Looking for value in Japan. —- —- Link Japan Value – An Island of Potential in a Sea of Expensive Assets – GMO Good investing, Meb Faber theideafarm.com
April 12, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have economist Tyler Cowen on the past year with COVID, Mark Yusko on the rise of SPAC’s, and one of the best episodes of the year with […]
April 9, 2021

Countercyclical Asset Allocation

A framework for thinking about investing dynamically through cycles complete with a COVID-19 case study. —- —- Link Countercyclical Investing – Foundations of a Cycle-Driven Approach to Asset Allocation – Verdad Good investing, Meb Faber theideafarm.com
April 7, 2021

Q2 2021 Guide to the Markets

The Q2 2021 Guide to the Markets from J.P. Morgan —- —- Link 2Q 2021 Guide to the Markets – J.P. Morgan Good investing, Meb Faber theideafarm.com
April 5, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Balaji and Tim Ferriss with one of the best episodes of the year, part 2 of Coby Karl’s interview with Phil Jackson, and the story of […]
April 4, 2021

Global Valuation Updates!

Quarterly CAPE Ratio Updates First quarter is in the books! Median CAPE Ratio: 18 25% cheapest: 12 25% most expensive: 30 Average of Foreign Developed: 23 Average of Foreign Emerging 15 We’ve mentioned this note in every update but bears […]
April 2, 2021

Duration of Value and Growth

An analysis of drivers of return for value and growth styles and addressing the argument that a value-driven portfolio is a shorter duration investment than a growth-driven one. —- —- Link The Duration of Value and Growth – Much closer […]
April 1, 2021

Long Live Value!

Misconceptions about today’s value spread and the opportunity in value investing. —- —- Link Value Investing is Dead? No, Long Live Value! – DoubleLine Good investing, Meb Faber theideafarm.com
March 31, 2021

Permanent Crops

The investment opportunity in permanent crops. Well supported demand fundamentals, properties in position to meet sustainability standards, and a variety of crop types to get involved with. —- —- Link Permanent crops and investment opportunity – Manulife Investment Management Good […]
March 29, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Jason Hsu on why an active approach to investing in Chinese equities is best and an episode that covers why influencers should choose equity vs cash. […]