March 17, 2019
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
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 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! 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 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
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
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
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
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
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
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! 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
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 (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
Always fun listening to Gundlach…lots and lots of charts! Chart then download:—- —- Link Just Markets Website Good investing,Meb Fabertheideafarm.com