November 14, 2018

LONG-TERMCAPITALMARKETASSUMPTIONS

Monster doc that probably has interesting charts for everyone…below on growth of private companies… Chart then download… —- —- Download PDF LONG-TERM CAPITAL MARKET ASSUMPTIONS Website https://am.jpmorgan.com/pt/institutional/our-thinking/2018-long-term-capital-market-assumptions Good investing, Meb Faber theideafarm.com
November 14, 2018

Top Podcasts of the Week

Below are the top podcasts of the week!  Forgot to send this on Monday… INVESTMENT RELATED ———————————————————————————- 1.  Masters in Business with Barry Ritholtz: Ray Dalio Discusses Major Financial Crises Bridgewater’s founder Ray Dalio digs into financial crises with Barry Ritholtz. […]
November 12, 2018

ghosts of disruption past,present and future

Anytime you include a chart that goes back to JC’s time, worth viewing! Chart then download… —- —- Download PDF ghosts of disruption past, present and future Website https://www.invesco.com/corporate Good investing, Meb Faber theideafarm.com
November 9, 2018

Social Capital

I haven’t decided what I think about this letter yet.  Regardless, worth skimming… Chart then download… —- —- Download PDF Social Capital Letter Website http://socialcapital.com/ Good investing, Meb Faber theideafarm.com
November 6, 2018

Additional Insights into the Value Factor’s Inner Workings

The next chapter in the Jesse Livermore / OSAM collaboration… Chart then download… —- —- Download PDF Additional Insights into the Value Factor’s Inner Workings Website https://osam.com/Commentary/insights-into-the-value-factors-inner-workings Good investing, Meb Faber theideafarm.com
November 5, 2018

Top Podcasts of the Week

Top podcasts of the week! INVESTMENT RELATED ———————————————————————————- 1. EconTalk: Michael Munger on Sharing, Transaction Costs, and Tomorrow 3.0 Economist and author Michael Munger of Duke University discusses the sharing economy with some forward looking ideas and frank opinions about why […]
November 5, 2018

Global Wealth

Fun to flip through CS’s Global Wealth Report 2018 Chart then download… —- —- Download PDF Global Wealth Report 2018 Website https://www.credit-suisse.com/us/en.html Good investing, Meb Faber theideafarm.com
November 2, 2018

PE to the Rescue!

KKR with an asset allocation piece that examines this potential low return environment, and surprise, believes private equity is the solution…. Quote then download… —- “In particular, the value of a 200-500 basis point illiquidity premium — in a world […]
October 30, 2018

Somebody Likes the Miners…

Wowza somebody bullish on metals and miners! Chart then download… —- —- Download PDF CML Website https://www.pinebridge.com/ Good investing, Meb Faber theideafarm.com
October 29, 2018

Top Podcasts of the Week

Below are the top podcasts of the week! INVESTMENT RELATED ———————————————————————————- 1.  Capital Allocators: Andrew Tsai – Catching a Theme on the Chalkstream Andrew Tsai, CIO of Chalkstream Capital Group is interviewed. Andrew talks about his background in finance, starting at […]
October 28, 2018

Global Buybacks

Good FAJ on how global buybacks affect stock market returns.  Hint: a lot. Chart then download… —- —- Download PDF Net Buybacks and the Seven Dwarfs Website https://www.cfainstitute.org/en/research/financial-analysts-journal/2018/faj-v74-n4-4 Good investing, Meb Faber theideafarm.com
October 26, 2018

Improving on Buybacks

The OSAM crew (who probably knows more about this topic than anyone) on improving on buybacks… Chart then download… —- —- Download PDF Q3 OSAM Letter Website https://www.osam.com/ Good investing, Meb Faber theideafarm.com
October 24, 2018

Global Income Slide Pack

Fun BIG slide pack on all things yield.  Make it to the end for lots of shareholder yield thoughts… Chart then download… —- —- Download PDF Global Slide Pack Website https://www.societegenerale.com/en/home Good investing, Meb Faber theideafarm.com
October 22, 2018

Top Podcasts of the Week

Top podcasts of the week! INVESTMENT RELATED ———————————————————————————- 1. Capital Allocators: Michael Schwimer – Moneyball as an Investment Strategy Michael Schwimer, CEO of Big League Advance is interviewed. Michael discusses his background in baseball, and how he paired his interest in […]
October 21, 2018

Family business. Premium performance?

I’d rather have a family run a biz than a for hire CEO….and at least this cycle family businesses have outperformed… Chart then download… —- —- Download PDF The CS Family 1000 in 2018  Website http://publications.credit-suisse.com/tasks/render/file/index.cfm?fileid=06B0874A-E14C-7A05-8C2009F03A7DE8E1 Good investing, Meb Faber theideafarm.com