June 2, 2019
Tell us what you really think professor! Yikes…straight to download Link Video and transcript Website https://www.researchaffiliates.com/en_us/insights/conversations/the-inverted-yield-curve.html Good investing, Meb Faber theideafarm.com
May 31, 2019
a16z big slide deck on all things on the biz of podcasts… —- —- Link Podcast and Audio Market (link to download PDF) Website www.thinknewfound.com Good investing, Meb Faber theideafarm.com
May 29, 2019
Corey on using a value composite (you know I’m a fan)… —- —- Link Systematic Value Website www.thinknewfound.com Good investing, Meb Faber theideafarm.com
May 28, 2019
Top podcasts of the week! INVESTMENT —- The Tim Ferriss Show: #371: Ramit Sethi – Automating Finances, Negotiating Prenups, Disagreeing with Tim and More The Jolly Swagman: Housing Bubble Week Finale: It’s The Housing Cycle, Stupid! — Ed Leamer Stansberry […]
May 26, 2019
All things China —- —- Link China Website www.pinebridge.com Good investing, Meb Faber theideafarm.com
May 23, 2019
Thankfully more people are talking about this topic…not just me! —- —- Link Cross Asset Strategy Website www.amundi.com Good investing, Meb Faber theideafarm.com
May 20, 2019
As a reminder we hired/partnered with a new curator to send these updates so stay tuned for more news there…this many be my last update before we transition… Top podcasts of the week! INVESTMENT —- 1. Bogleheads on Investing: Episode 009: […]
May 17, 2019
Value getting to be a value? —- —- Link GMO on Value Website www.gmo.com Good investing, Meb Faber theideafarm.com
May 14, 2019
Not surprisingly, value works great in emerging markets… Chart then download: —- —- Link THE FUTURE OF EMERGING MARKETS Website https://www.msci.com Good investing, Meb Faber theideafarm.com
May 14, 2019
GMO’s piece reminds me of our piece on tail risk and how most financial advisors are 4x leveraged the US stock market (and don’t know it)… Chart then download: —- —- Link GMO Quarterly Website https://www.gmo.com Good investing, Meb Faber […]
May 12, 2019
Buyback chart pack, this is a good one… Chart then download: —- —- Link Chart Pack Website https://www.glgpartners.com/ Good investing, Meb Faber theideafarm.com
May 9, 2019
Chart pack from Wells… Charts then download: —- —- Link Chart Pack Website http://wellsfargo.com Good investing, Meb Faber theideafarm.com
May 7, 2019
Is trend following broken? Chart then download: —- —- Link “You Can’t Always Trend When You Want” Website https://www.aqr.com Good investing, Meb Faber theideafarm.com
May 6, 2019
Some news…we hired/partnered with a new curator to send these updates so stay tuned for more news there… Top podcasts of the week! INVESTMENT —- 1. Stansberry Investor Hour Episode 100: A Warning to Investors About Two IPOs 2. Behind the Markets […]
May 5, 2019
Pretty obvious how much 60/40 has outperformed relative to expectations. This piece is two years old but still relevant I think… Charts then download: —- —- Link Understanding the High Returns in a Low Return Environment Website http://bwater.com Good investing, […]