April 12, 2020

Baupost

Seth Klarman’s annual letter to investors. —- Link Baupost Annual Letter  Good investing, Meb Faber theideafarm.com
April 11, 2020

Global Investment Returns Yearbook

Global Investment Returns Yearbook 2020. —- —- Link Summary Edition Credit Suisse Global Investment Returns Yearbook 2020 Good investing, Meb Faber theideafarm.com
April 10, 2020

Art & Finance

A dive into the art market at the intersection of finance. —- —- Link Art & Finance Report 2019 6th edition – Deloitte/ArtTactic Good investing, Meb Faber theideafarm.com
April 9, 2020

Real Estate 2020

UBS walks through the outlook for real estate. —- —- Link Real Estate Outlook: US – Annual Outlook 2020 – UBS Good investing, Meb Faber theideafarm.com
April 6, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great episode on value investing, advice on how to invest during this bear market, and a must-listen on leadership from John Maxwell. Business ***Must Listen*** Capital […]
April 3, 2020

Morningstar Forecast Compilation

Morningstar’s 2020 compilation of long-term forecasts from some of the industry’s top shops. —- Link Experts Forecast Long-Term Stock and Bond Returns: 2020 Edition – Morningstar Good investing, Meb Faber theideafarm.com
April 2, 2020

Global Valuation Updates!

Quarterly CAPE Ratio Updates Well the first quarter of the decade certainly altered the landscape… Median CAPE Ratio: 12 (was 17) 25% cheapest 9 (was 12) 25% most expensive: 22 (was 28 (U.S. in this bucket)) Average of Foreign Developed: […]
April 1, 2020

Rockefeller Global Family Office

2019 capital market assumptions. —- —- Link 2019 Capital Market Assumptions 10-Year Strategic Outlook for Major Asset Classes – Rockefeller Global Family Office Good investing, Meb Faber theideafarm.com
March 30, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Mohamed El-Erian with his current thoughts on the economy, geopolitical expert Peter Zeihan on how COVID-19 is impacting international relations, and restaurateur and Shake Shack founder […]
March 27, 2020

Guide to Markets

Q1 Guide to the Markets. —- —- Link Q1 2020 Guide to the Markets – J.P. Morgan Good investing, Meb Faber theideafarm.com
March 25, 2020

Eye on the Market

JPM’s Eye on the Market Outlook 2020. —- —- Link Eye on the Market Outlook 2020 – J.P. Morgan Good investing, Meb Faber theideafarm.com
March 23, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a must listen on putting the recent stock performance into historical perspective, an episode on leveraged ETFs, Brene Brown’s first podcast episode on embracing vulnerability when […]
March 21, 2020

Illiquidity Discount?

Cliff on PE and the illiquidity discount. —- The Illiquidity Discount? – Asness Good investing, Meb Faber theideafarm.com
March 18, 2020

Some Perspective from Meb

It’s been an extraordinary stretch of days and weeks. It has no doubt been a challenge on many fronts. As we take stock of where we are in the world right now, I’d like to share some of my most […]
March 16, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great episode on how to think about a wild week in the market, one of the original quants, a great episode with one of the first video […]