July 31, 2019

Macro History Lesson

Ray Dalio delivers yet another excellent history lesson, this time discussing paradigm shifts. —- —- Link Paradigm Shifts – LinkedIn Paradigm Shifts – Full PDF Good investing, Meb Faber theideafarm.com
July 29, 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 explaining merger arbitrage, a fantastic episode on personal finance, what the next step is for companies like Betterment, and […]
July 28, 2019

Revolutions and Value Investing

A great piece on value and turning points from OSAM. —- —- Link Value Is Dead, Long Live Value Good investing, Meb Faber theideafarm.com
July 24, 2019

Negative Yields

Higher-level thinking on negative-yielding bonds. —- —- Link Trading Sardines: The Case of Currency Hedged Negative Yielding Bonds Good investing, Meb Faber theideafarm.com
July 22, 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 two episodes with investors who have a high active share and are operating outside of the norm, an interview with Peter […]
July 19, 2019

Anti-Bubbles

Bubbles, anti-bubbles, and actionable insights from Research Affiliates. —- —- Link Bubble, Bubble, Toil and Trouble – Research Affiliates Good investing, Meb Faber theideafarm.com
July 17, 2019

Rosy Expectations

We’re still human and investing is still hard. Great report from Schroders. —- —- Link Schroders Global Investor Study – Investor behaviour: do people have control of their personal finances? Good investing, Meb Faber theideafarm.com
July 15, 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 lot of great business episodes. We have an episode about short-selling and identifying fraudulent companies, the bull case for Japan, the President […]
July 14, 2019

A Graying World

The impacts of aging demographics. —- —- Link Vanguard Research: Megatrends The economics of a graying world Good investing, Meb Faber theideafarm.com
July 10, 2019

Inflation Distortion

Fresh ideas on earnings and valuation metrics. —- —- Link Executive Summary—The Earnings Mirage: Why Corporate Profits are Overstated and What It Means for Investors The Earnings Mirage: Why Corporate Profits are Overstated and What It Means for Investors  Good investing, Meb […]
July 8, 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 great interview with the CIO of HostPlus, two episodes on applying factors to your investment process, an interview with VC […]
July 8, 2019

Real Assets

High-level outlook. —- —- Link Real Asset Outlook – Slides Good investing, Meb Faber theideafarm.com
July 7, 2019

Global Valuation Updates!

Quarterly CAPE Ratio Updates!   Not much change this Q, though some of the cheap have been strong outperformers this year… Median CAPE Ratio: 18 25% most expensive: 28 (U.S. in this bucket) 25% cheapest 12 Average of Foreign Developed: […]
July 5, 2019

Top Podcasts of the Quarter

Below are the “Top Podcasts of the Quarter” with our new curator, Colby Donovan!  Holler with any feedback! Today we have the best episodes of business and investing, sports, and more from the last quarter. There are a variety of topics […]
July 3, 2019

Crisis Proof

Crisis protection? Let’s explore with this great piece. —- —- Link The Best of Strategies for the Worst of Times: Can Portfolios be Crisis Proofed? Good investing, Meb Faber theideafarm.com