July 7, 2019
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
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 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
July 1, 2019
Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have the return of Corey Hoffstein’s podcast “Flirting With Models,” an interview with legendary venture capitalist Bill Gurley, and an interview with […]
June 28, 2019
Some straight talk on trend following from the Alpha Architect crew. —- —- Link Trend Following: The Epitome of No Pain, No Gain Good investing, Meb Faber theideafarm.com
June 24, 2019
Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have a great episode on value investing, Rob Arnott providing thoughts on the current state with the market, a talk with the […]
June 18, 2019
Great presentation…watch for sure! —- —- Link RA Are Valuations Irrelevant? SLIDES Good investing, Meb Faber theideafarm.com
June 17, 2019
Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have a couple of great value investing focused episodes with David Abrams and Bill Miller, the actual story of the tulip bubble, […]
June 12, 2019
Blah blah Meb emerging markets are cheap… —- —- Link Emerging Markets Charts & Views Good investing, Meb Faber theideafarm.com
June 10, 2019
Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have a discussion on the future of the financial planning industry, thoughts on the ETF space, and lessons from Naval Ravikant. The […]
June 9, 2019
Has everyone forgotten Japan? —- —- Link Japan: Opportunities in the Forgotten Equity Market Good investing, Meb Faber theideafarm.com
June 6, 2019
Lots of pent up capital means higher multiples…no surprise there. Nice PE review… —- —- Link McKinsey on PE Good investing, Meb Faber theideafarm.com
June 5, 2019
Nice video interview with Druck! Link Druck Interview Good investing, Meb Faber theideafarm.com
June 4, 2019
I know everyone already understands this but don’t think I’ve ever seen this chart with negative yielders before…not sure they teach that at University yet! —- —- Link High Profits at Low Rates : The Benefits of Bond Convexity Website […]
June 3, 2019
Below is our first “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have the return of AQR’s podcast with an episode on the momentum factor, interviews with two popular investors (Jim O’Shaughnessy and […]