October 26, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great list of high quality episodes. We have Ray Dalio & GMO’s Ben Inker on how they view the investment landscape post-COVID, Stephanie Kelton explaining […]
October 23, 2020

Coffee Can Portfolio

A timeless process. —- Link The Coffee Can Portfolio – Kirby Good investing, Meb Faber theideafarm.com
October 19, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an episode on why now is the time to invest in Japan, why tobacco stocks have been a great investment over the past 120 years, a […]
October 18, 2020

Equity Return Drivers

Decomposing equity returns, and the return profile it reveals for various types of companies. —- —- Link Sales and Distributions – Verdad Good investing, Meb Faber theideafarm.com
October 15, 2020

Q4 2020 Guide to the Markets

J.P. Morgan’s Q4 update of Guide to the Markets. —- —- Link Guide to the Markets Q4 2020 – J.P. Morgan Good investing, Meb Faber theideafarm.com
October 14, 2020

Road Ahead

Thoughts about what lies ahead for markets. Yields and the US dollar are in focus as well as major trends going on in China. —- —- Link The Road Ahead – KKR Good investing, Meb Faber theideafarm.com
October 12, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Rob Arnott on his view of the market, why an investor believes oil is offering a generational buying opportunity, Carl Chang on investing in real estate […]
October 8, 2020

Diversifying with Real Assets

Some of the factors that drive real asset performance, and some thoughts on building and implementing real asset portfolios. —- —- Link Think real assets – nuveen Good investing, Meb Faber theideafarm.com
October 7, 2020

Global Investment Outlook – Fall 2020

The Fall 2020 Global Investment Outlook from RBC covers economic and market forecasts, navigating low interest rates, establishment of the U.S. dollar downtrend, and more. —- —- Link The Global Investment Outlook, RBC GAM Investment Strategy Committee: Fall 2020 – […]
October 5, 2020

Global Valuation Updates!

Quarterly CAPE Ratio Updates Quite a year so far. Below I thought we’d report the summary CAPEs with year end 2019, end of Q1, end of Q2, and end of Q3 (current). Median CAPE Ratio: 17, 12, 13, 15 (now) […]
October 5, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a must listen with Naval on innovation, Nobel Prize winning economist Vernon Smith on housing bubbles, the story of the taxi medallion bubble, and an overview […]
October 4, 2020

Road Ahead

Thoughts about what lies ahead for markets. Yields and the US dollar are in focus as well as major trends going on in China. —- —- Link The Road Ahead – KKR Good investing, Meb Faber theideafarm.com
October 3, 2020

Family 1000

The Family 1000, and some of the things that may be driving the family alpha factor. —- —- Link The Family 1000: Post the pandemic – Credit Suisse Good investing, Meb Faber theideafarm.com
October 1, 2020

Expected Returns 2021-2025

Robeco’s 5-year outlook and some special sections on factor investing, interest rates, carbon pricing, inflation, and trends. —- —- Link Brave Real World: 5-Year Outlook 2021 – 2025 – Robeco Good investing, Meb Faber theideafarm.com
September 28, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an episode on the housing market, Richard Lawrence on investing in Asian equities, and the former Dunkin Donuts CEO on running the company for 35 years. […]