November 20, 2019
Q4 2019 Guide to the Markets from J.P. Morgan. Sector-based US shareholder yield is included. —- —- Link Guide to the Markets – J.P. Morgan Good investing, Meb Faber theideafarm.com
November 18, 2019
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 one of the best selling business books of 2019, an episode with the CEO of […]
November 17, 2019
Some alternative ways to think about trend following from a macro perspective. —- —- Link Macro Timing with Trend Following – Newfound Research Good investing, Meb Faber theideafarm.com
November 15, 2019
A deep dive on expected returns from Robeco, as well as some special topics. —- —- Link Expected Returns – Escaping the Hall of Mirrors – Robeco Good investing, Meb Faber theideafarm.com
November 11, 2019
Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have a fantastic episode with a growth investor, a talk with Nobel Prize winner Robert Shiller on his newest book, and the […]
November 10, 2019
No surprise – fees are still going down. —- —- Link Global Investor Experience Study – Morningstar Good investing, Meb Faber theideafarm.com
November 8, 2019
A three-part framework for thinking about the value of advice. —- —- Link Assessing the value of advice – Vanguard Good investing, Meb Faber theideafarm.com
November 6, 2019
Some history and some obstacles we face in the search for useful risk. —- —- Link The Art and Science of Knowing What You Own – Magnetar Good investing, Meb Faber theideafarm.com
November 4, 2019
Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have an episode with investing titan Leon Cooperman, a great episode covering factors, why we need to think about what could go […]
November 2, 2019
We know fluctuations in the US dollar relative to other currencies impacts global economics, but where are we now? The answer matters. —- —- Link The U.S. dollar at a crossroads: Estimating fair value Good investing, Meb Faber theideafarm.com
October 31, 2019
A great piece illustrating the opportunity from valuation differences between credit and equity. —- —- Link Credit Versus Equities: Investing Across the Capital Structure – PIMCO Good investing, Meb Faber theideafarm.com
October 29, 2019
Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have an episode on how to deal with negative thoughts, and ways we can become better learners. The Happiness Lab with Dr. […]
October 26, 2019
A thoughtful piece from Vanguard on the benefits and risks of high-yield bonds in investment portfolios. —- —- Link Junk or jewel? Assessing the role of high-yield bonds in a diversified portfolio – Vanguard Good investing, Meb Faber theideafarm.com
October 24, 2019
John Hussman on value and risk-management focused strategic allocation. —- —- Link Strategic Allocation – Hussman Good investing, Meb Faber theideafarm.com
October 21, 2019
Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have an episode on investing in farmland, an NBA player who is trying to tokenize his contract, a discussion on the 10,000 […]