March 26, 2019

Open this one

Sometimes we go weeks without sending anything, other times it is multiples in one week.  Got a lot coming down the pipe! Maybe best thing I’ve seen in 2019…must view. “Are Valuations Irrelevant?”  Lots of other PDFs too… —- —- […]
March 26, 2019

Frontier CAPEs

I like Meketa’s research.  Here they are with a frontier market overview… —- —- Link Frontier Markets Website meketagroup.com Good investing, Meb Faber theideafarm.com
March 25, 2019

Top Podcasts of the Week

Top podcasts of the week! INVESTMENT —- 1. We Study Billionaires TIP234: Mastermind Discussion Preston Pysh, Stig Brodersen, Toby Carlisle from the Acquirers Multiple, and Hari Ramachandra from Bits Business discuss stock picks for the first quarter of 2019. The […]
March 25, 2019

LBO report

Some good charts but think they got the label backwards… Chart then download: —- —- Link GLOBAL PRIVATE EQUITY REPORT 2019 Website https://www.bain.com Good investing, Meb Faber theideafarm.com
March 22, 2019

Foreign Revenue

Some good charts but think they got the label backwards… Chart then download: —- —- Link Where to look for opportunities outside U.S. equities Website https://www.eatonvance.com Good investing, Meb Faber theideafarm.com
March 20, 2019

Emerging Markets Charts & Views

Fun article examining altering your rebal process based on trend… Chart then download: —- —- Link Strategic Rebalancing Website https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3330134 Good investing, Meb Faber theideafarm.com
March 19, 2019

Harding on Markets

Thoughtful….worth a listen… Chart then download: —- —- Link https://www.bloomberg.com/news/videos/2019-03-18/harding-rewrites-winton-s-quant-playbook-in-search-for-returns-video Website https://www.winton.com/ Good investing, Meb Faber theideafarm.com
March 18, 2019

Top Podcasts of the Week

Top podcasts of the week! INVESTMENT —- 1. Off the Chain – Hany Rashwan Not a lot of crypto here but this one with interesting… 2. Planet Money: Cat Scam  Fun overview of drop shipping and challenges of dealing with international fraud… […]
March 17, 2019

Emerging Markets Charts & Views

Everyone seems to know EM is cheap, but when will the gap close? Chart then download: —- —- Link Emerging Markets Charts & Views Website https://www.amundi.com Good investing, Meb Faber theideafarm.com
March 15, 2019

Guide to Alts

JPM now does a nice Guide to Alternatives version of their great Guide to the Markets… Chart then download: —- —- Link Guide to Alternatives  Website https://www.jpmorgan.com/ Good investing, Meb Faber theideafarm.com
March 14, 2019

Yale 2018

Yale endowment report time! Chart then download: —- —- Link Yale 2018 Website http://investments.yale.edu/ Good investing, Meb Faber theideafarm.com
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