April 16, 2020
Tech’s next cycle. —- —- Link Tech in 2020: Standing on the shoulders of giants – Benedict Evans Good investing, Meb Faber theideafarm.com
April 15, 2020
ARK takes us through some big themes in tech and innovation from EVs to DNA sequencing. —- —- Link Big Ideas 2020 – ARK Invest Good investing, Meb Faber theideafarm.com
April 14, 2020
Verdad walks through what works by asset class during crisis,and takes us through an analysis of 8 individual crises. —- —- Link Crisis Investing: How To Maximize Return During Market Panics – Verdad Good investing, Meb Faber theideafarm.com
April 13, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an episode on how a value investor is handling the bear market, an episode with a forensic accountant, and an episode on the importance of sleep. […]
April 12, 2020
Seth Klarman’s annual letter to investors. —- Link Baupost Annual Letter Good investing, Meb Faber theideafarm.com
April 11, 2020
Global Investment Returns Yearbook 2020. —- —- Link Summary Edition Credit Suisse Global Investment Returns Yearbook 2020 Good investing, Meb Faber theideafarm.com
April 10, 2020
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
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
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’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
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
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
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
Q1 Guide to the Markets. —- —- Link Q1 2020 Guide to the Markets – J.P. Morgan Good investing, Meb Faber theideafarm.com
March 25, 2020
JPM’s Eye on the Market Outlook 2020. —- —- Link Eye on the Market Outlook 2020 – J.P. Morgan Good investing, Meb Faber theideafarm.com