March 13, 2019

Top Podcasts of the Week

Top podcasts of the week! INVESTMENT —- 1.  This Week in Startups E908-9: Roger McNamee Roger McNamee is the founding partner of Elevation Partners, and author of the book, Zucked: Waking Up to the Facebook Catastrophe. Roger discusses his relationship with […]
March 13, 2019

KKR Macro

KKR puts out one of my favorite market outlooks… Chart then download: —- —- Link KKR Another Swing at the Plate Website https://www.kkr.com Good investing, Meb Faber theideafarm.com
March 11, 2019

Pensions

A nice overview of the global pension scene if you’re into that sort of thing… Chart then download: —- —- Link Global Pension Assets Study 2019 Website https://www.willistowerswatson.com/ Good investing, Meb Faber theideafarm.com
March 8, 2019

False Alarm: The Case for Corporate Credit

GSAM on corporates… Chart then download: —- —- Link False Alarm: The Case for Corporate Credit Website https://www.gsam.com Good investing, Meb Faber theideafarm.com
March 5, 2019

It may be old

I was trying to find an updated country/region list of revenue location, and this publication was pretty comprehensive (just a little old). Chart then download: —- —- Link Home Bias Website https://www.msci.com/ Good investing, Meb Faber theideafarm.com
March 3, 2019

Loving EEM

About a decade ago people loved emerging markets (when they were expensive) and now that they’re cheap, crickets… Chart then download: —- —- Link A Better Deal Website https://www.gsam.com Good investing, Meb Faber theideafarm.com
March 1, 2019

Stocks and Bonds

DE Shaw on stocks and bonds correlation….can you count on it? Chart then download: —- —- Link Stocks and Bonds Website https://www.deshaw.com/ Good investing, Meb Faber theideafarm.com
February 28, 2019

It’s GIRY day!

Always my favorite read of the year… Chart then download: —- —- Link 2019 GIRY Summary Website https://www.credit-suisse.com/corporate/en/research/research-institute/publications.html Good investing, Meb Faber theideafarm.com
February 28, 2019

Top Podcasts of the Week

Top podcasts of the week! Finally almost caught up… INVESTMENT —- 1. a16z Podcast: Gaming Goes Mainstream with Bobby Kotick and Marc Andreessen Bobby Kotick is the CEO of Activision Blizzard (a merger he engineered); it’s one of only two video gaming […]
February 26, 2019

Autosend

A bit of a love letter to buybacks from Uncle Warren… Download PDF Berkshire annual report Good investing,Meb Fabertheideafarm.com
February 19, 2019

Top Podcasts of the Week

Top podcasts of the (past two, sorry forgot to hit send) week! INVESTMENT—- 1. DoubleLine – The Sherman Show:  Dr. Shiller, Sterling Prof on Econ  Dr. Shiller discusses key issues he sees coming in 2019, the CAPE ratio and current U.S. market […]
February 12, 2019

Just Markets

Always fun listening to Gundlach…lots and lots of charts! Chart then download:—- —- Link Just Markets Website Good investing,Meb Fabertheideafarm.com
February 10, 2019

The Hottest Startup

This may bring a smile to your day…no pic just a PPT! Startup Pitch Good investing,Meb Fabertheideafarm.com
February 7, 2019

Stocks since….1692?

Stock returns back to 1791. (and 1692 in the UK!) Great reads for the market historians out there… Chart then download:—- —- Link and Website Good investing,Meb Fabertheideafarm.com
February 1, 2019

Top Stocks 2019

For all you fundy stockpickers out there… Straight to the download: Link Top Stocks 2019 Website Good investing,Meb Fabertheideafarm.com