Prospects for a pickup in global growth, accommodative policy, and risks that lie ahead. Goldman Sachs covers this and more in their 2021 outlook. —- —- Link Outlook – US Resilient – Goldman Sachs Good investing, Meb Faber theideafarm.com

History behind the Russell Growth and Value indexes. —- —- Link Russell Growth and Value Indexes: the enduring utility of style – FTSE Russell Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Jason Zweig on the future of financial advice, how a zero-commission trading app in Europe has navigated 2021 the right way, and how Katie Haun went from being […]

Bridgewater’s global outlook for 2021. —- —- Link Our 2021 Global Outlook – Bridgewater (PDF) Our 2021 Global Outlook – Bridgewater (Link with videos) Good investing, Meb Faber theideafarm.com

Learning from past crises, Verdad covers an alternative to buy-and-hold in emerging markets. —- —- Link Emerging Markets Crisis Investing – Verdad Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Jeremy Grantham and Ben Inker on market bubbles, and Howard Lindzon and Jason Calacanis about the convergence of private and public markets. Investing Masters in Business: […]

Stocks are really risky, even over the long-run. —- —- Link Stocks in the long run…are still risky – Klement Stocks for the long run? Evidence from a broad sample of developed markets – Anarkulova, Cederburg, O’Doherty Good investing, Meb […]

Diversified allocations have led to disappointing returns relative to a US focused 60/40 blend in recent memory. Looking at long-term history, diversification held up and now may be a particularly important time to be revisiting diversified strategies. —- —- Link […]

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Chamath Palihapitiya on what makes him tick, Carson Block on his thoughts on recent short-selling news, and Adam Grant with an overview of his new book, Think […]

Capital Market Line update from PineBridge. —- —- Link Bubble, or Structural Imbalance? – Capital Market Line – PineBridge Good investing, Meb Faber theideafarm.com

U.S. equities outperformed international equities over the past decade. A repeat in the coming decade isn’t looking favorable. Vanguard walks through past returns and what the future might look like for global equities. —- —- Link A tale of two […]

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have John Hussman with his view of the market, Aswath Damodaran on the recent short squeeze, Jason Zweig on how to remain sane during market volatility, and […]

Invesco walks through the case for a weaker US dollar and the ramifications for international stocks. —- —- Link 7 reasons for a weaker US dollar and stronger international stocks – Invesco Good investing, Meb Faber theideafarm.com

Market thoughts and major themes as we look into 2021 and beyond. —- —- Link 2021: Another Voice – KKR Good investing, Meb Faber theideafarm.com

Thoughts on credit, the suburban rental market, e-commerce and COVID-accelerated shifts, and overlays to help navigate the coming decade. —- —- Link 2021 Best Ideas – The Future in Focus – PGIM Good investing, Meb Faber theideafarm.com