January 14, 2021

Macro Chart Mania

Just macro from Saxo Bank. —- —- Link Macro Chart Mania – Saxo Bank Good investing, Meb Faber theideafarm.com
January 12, 2021

Factor Construction

The important choices behind factor design specifications and the impact they can have on results. —- —- Link How Design Choices Impact Low Risk Factor Performance – Two Sigma Good investing, Meb Faber theideafarm.com
January 11, 2021

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Howard Marks & Bill Gurley together with their thoughts on the economy, David Booth on his long and successful career, and a look back at some […]
January 7, 2021

Q1 2021 Guide to the Markets

J.P. Morgan’s Q1 2021 Guide to the Markets. —- —- Link Guide to the Markets – 1Q 2021 – J.P. Morgan Good investing, Meb Faber theideafarm.com
January 6, 2021

Signs of Recovery in Real Estate?

UBS on real estate and some thoughts on the apartment, office, industrial, and retail sectors. —- —- Link Real Estate Outlook – Seeking equilibrium – UBS Good investing, Meb Faber theideafarm.com
January 5, 2021

Global Valuation Updates!

Quarterly CAPE Ratio Updates Finally we get to turn the page on a new year! Below I thought we’d report the summary CAPEs with year end 2019, and current. Median CAPE Ratio: 17, 17 (now) 25% cheapest: 12, 12 25% […]
January 4, 2021

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Jeremy Grantham with his take on asset prices around the globe, a great episode on credit derivatives, episodes on annuities and farmland, and Dr. Jim Loehr […]
December 31, 2020

Reflecting on Factor Investing

Cliff Asness reflects on some of the pain in factor investing recently, and talks about remaining committed to strategies over the long-run. —- —- Link A Gut Punch – AQR Good investing, Meb Faber theideafarm.com
December 30, 2020

Buying Expensive Stocks?

Digging into highly valued stocks and whether or not today’s environment offers any reason to think it’s different this time. —- —- Link The Wisdom of Buying Absurdly Expensive Stocks – Man Good investing, Meb Faber theideafarm.com
December 28, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Jim Chanos on why we’re living in the golden age of fraud, James Aitken with his thoughts on the market and economy, and a startup providing […]
December 23, 2020

Vanguard Outlook for 2021

Vanguard on the global economy, COVID, and the outlook for global capital markets. —- —- Link Vanguard economic and market outlook for 2021: Approaching the dawn Good investing, Meb Faber theideafarm.com
December 22, 2020

Custom Indexing

The next evolution, investing gets personal. —- —- Link Custom Indexing: The Next Evolution of Index Investing – OSAM Good investing, Meb Faber theideafarm.com
December 21, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an episode about investing in longevity, health and psychedelics, Vernon Smith on financial bubbles, and Robert Shiller on current market valuations. Investing The Pomp Podcast: #451 […]
December 17, 2020

How America Invests

Vanguard’s 2020 report looking at the behavior of retail investors. —- —- Link How America Invests 2020 – Vanguard Good investing, Meb Faber theideafarm.com
December 15, 2020

Long Term Capital Market Assumptions 2021

25th edition of J.P. Morgan’s Long-Term Capital Market Assumptions. —- —- Link 25th Annual Edition – Long-Term Capital Market Assumptions – J.P. Morgan Good investing, Meb Faber theideafarm.com