January 4, 2020
Is it time to be thinking about increasing value tilts? —- —- Link It’s Time for a Venial Value-Timing Sin – AQR Good investing, Meb Faber theideafarm.com
January 2, 2020
Quarterly CAPE Ratio Updates! Time to review our valuations at the beginning of the new decade! Median CAPE Ratio: 17 25% cheapest 12 25% most expensive: 28 (U.S. in this bucket) Average of Foreign Developed: 22 Average of Foreign […]
January 1, 2020
As we close the year, we are sharing the best research pieces of 2019! On the twelfth day of research, we explore the best pieces of 2019 focused on international investing. —- Links Geographic Diversification Can Be a Lifesaver, Yet Most […]
December 31, 2019
As we close the year, we are sharing the best research pieces of 2019! On the eleventh day of research, we explore portfolio size and owning the stocks that drive returns with Vanguard. —- —- Link How to increase the […]
December 30, 2019
Today we have an episode on the beginning of the internet, a great episode on fundamental investing, and an episode on the negative impact social media is having on society. Business a16z Podcast: The Journey from 0 to 1, from […]
December 30, 2019
As we close the year, we are sharing the best research pieces of 2019! On the tenth day of research, we explore investor behavior with Schroders. —- —- Link Investor behaviour: do people have control of their personal finances? Good […]
December 29, 2019
As we close the year, we are sharing the best research pieces of 2019! On the ninth day of research, we explore some history of US equity indexes with FTSE Russell. —- —- Link Russell US Indexes – 40 years […]
December 28, 2019
As we close the year, we are sharing the best research pieces of 2019! On the eighth day of research, we explore hedging PE with Man Group. —- —- Link Hedging the Real Risk of Private Equity – Man Group […]
December 27, 2019
As we close the year, we are sharing the best research pieces of 2019! On the seventh day of research, we explore volatility with Intech. —- —- Link Is Volatility A Friend Or A Foe? – Intech Good investing, Meb […]
December 26, 2019
As we close the year, we are sharing the best research pieces of 2019! On the sixth day of research, we explore venture capital investing with Epoch. —- —- Link Blitzscale and Hope – Epoch Good investing, Meb Faber theideafarm.com
December 25, 2019
As we close the year, we are sharing the best research pieces of 2019! On the fifth day of research, we explore systematic and opportunistic macro with AQR. —- —- Link Fundamental Trends and Dislocated Markets – AQR Good investing, […]
December 24, 2019
As we close the year, we are sharing the best research pieces of 2019! On the fourth day of research, we explore bubbles with Research Affiliates. —- —- Link Bubble, Bubble, Toil and Trouble – Research Affiliates Good investing, Meb […]
December 23, 2019
Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have episodes on why income sharing agreements may be the answer to the student-debt problem, why online dating and fintech are both […]
December 23, 2019
As we close the year, we are sharing the best research pieces of 2019! On the third day of research, we explore value investing with OSAM. —- —- Link Value Is Dead, Long Live Value – OSAM Good investing, Meb […]
December 22, 2019
As we close the year, we are sharing the best research pieces of 2019! On the second day of research, we explore buybacks with Goldman Sachs. —- —- Link Misperceptions surrounding corporate cash spending priorities and the economics of share […]