October 3, 2019

Ray Dalio on Diversification

Diversification works across asset classes globally, countries, and even sectors. Ray illustrates aspects of diversification and how that single principle has stacked up historically. —- —- Link Diversifying Well Is the Most Important Thing You Need to Do in Order […]
October 1, 2019

Global Valuation Updates!

Quarterly CAPE Ratio Updates!   Not much change this Q (sounding like a broken record) Median CAPE Ratio: 17 25% cheapest 12 25% most expensive: 28 (U.S. in this bucket) Average of Foreign Developed: 21 Average of Foreign Emerging 15 […]
September 30, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have episodes on companies providing liquidity in illiquid markets, venture capitalist Bill Gurley on issues with the IPO process, and Jeff Ma […]
September 25, 2019

A $60 Billion Opportunity?

See how the US cannabis investment opportunity stacks up, and catch a glimpse of some key US state markets. —- —- Link Cannabis In America – Echelon Good investing, Meb Faber theideafarm.com
September 23, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have an episode with the author of Random Walk Down Wall Street, a must listen on applying data analytics to sports and sports […]
September 22, 2019

IPO Hype

Points the bears might be missing about the IPO market. —- —- Link Blitzscale and Hope – Epoch Good investing, Meb Faber theideafarm.com
September 18, 2019

US Indexes

A nice dive into US market history over the past 40 years from FTSE Russell.  —- —- Link Russell US Indexes – 40 years of insights Good investing, Meb Faber theideafarm.com
September 16, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have Professor Robert Shiller discussing the market and animal spirits, and a very real discussion on expected future stock returns. Business The […]
September 14, 2019

Market Stress

Thinking about tail risk by going beyond conventional metrics of market strain. —- —- Link Intech Equity Market Stress Monitor Good investing, Meb Faber theideafarm.com
September 11, 2019

Remembering Those We Lost

In honor of today marking the 18th anniversary since the tragic events on 9/11, I wanted to share a few special episodes. Take a moment to remember those we lost. —- Ed Mylett Show: Robert O’Neill — The Man Who […]
September 9, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have a unique explanation on why value stocks have underperformed the last decade, a talk on why humans are hardwired to be […]
September 8, 2019

The Psychology of Prediction

Morgan Housel takes us beyond the numbers of prediction, and gives us a short list of flaws and errors to have in mind when faced with the challenging task of prediction.  —- —- Link The Psychology of Prediction – Morgan […]
September 4, 2019

The Walking Dead

Evaluating survivorship bias.  —- —- Link Survivorship Bias and the Walking Dead – Callan Institute Good investing, Meb Faber theideafarm.com
September 2, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have an episode with a few stock pitches, an episode on how we can make better forecasts, and an episode all about […]
August 28, 2019

Mispriced Innovation

The OSAM crew digs into identifying mispriced growth opportunities in the market by analyzing quantitative measures of innovation. —- —- Link Mispriced Innovation – Patents as a Leading Indicator for Earnings Growth – OSAM Good investing, Meb Faber theideafarm.com