A review of managed futures themes of 2020 from RCM Alternatives. —- —- Link Managed Futures 2020 – Strategy Review – RCM Good investing, Meb Faber theideafarm.com
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 […]
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
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
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
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
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 […]
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
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 […]
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
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% […]
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 […]