January 26, 2021
A review of managed futures themes of 2020 from RCM Alternatives. —- —- Link Managed Futures 2020 – Strategy Review – RCM Good investing, Meb Faber theideafarm.com
January 25, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Michael Phelps on what it takes to be the best in the world, Tom Gayner on building a “Baby Berkshire”, Corey Hoffstein on lessons he learned […]
January 23, 2021
Investing in real estate stocks on dividend yield? Results may hinge on distinguishing between real estate companies. —- —- Link Real estate stocks: A wedge in the dividend yield totem – Robeco Good investing, Meb Faber theideafarm.com
January 22, 2021
A look at conditions and drivers laying the foundation for non-US outperformance. —- —- Link The Case for Outperformance of non-US Assets – Oxford Economics Good investing, Meb Faber theideafarm.com
January 21, 2021
AQR explores the idea of the zero lower bound, negative rates, and what may happen if yields fall below zero. —- —- Link It’s Not a Bound; It’s an Opinion – AQR Good investing, Meb Faber theideafarm.com
January 20, 2021
Winners and finalists from SumZero’s Top Stocks Challenge. —- —- Link Top Stocks for 2021 – SumZero Good investing, Meb Faber theideafarm.com
January 19, 2021
A look at market returns and the interplay between valuation and dividend yield from Crestmont Research. —- —- Link Rolling Returns, Return Components, and Valuation vs. Dividend Yield – Crestmont Research Good investing, Meb Faber theideafarm.com
January 18, 2021
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a deep dive into the food ecosystem, Joel Greenblatt on policy fixes to help shrink the wealth disparity in the U.S., Cboe on options, the VIX and […]
January 14, 2021
Just macro from Saxo Bank. —- —- Link Macro Chart Mania – Saxo Bank Good investing, Meb Faber theideafarm.com
January 12, 2021
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
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
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
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
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
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 […]