February 10, 2019
This may bring a smile to your day…no pic just a PPT! Startup Pitch Good investing,Meb Fabertheideafarm.com
February 7, 2019
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
For all you fundy stockpickers out there… Straight to the download: Link Top Stocks 2019 Website Good investing,Meb Fabertheideafarm.com
January 30, 2019
Nice review of 2018 from the ReSolve crew: Chart then download:—- —- Link 2018 Year End Review Website Good investing,Meb Fabertheideafarm.com
January 29, 2019
I think I sent this before but couldn’t find it, so, worth a re-read! Winton on home bias and random portfolios…. Chart then download:—- —- Link The Global Monkey Website Good investing,Meb Fabertheideafarm.com
January 28, 2019
Top podcasts of the (past two, sorry forgot to hit send) week! INVESTMENT—- 1. Trend Following Ep. 731: Kyle Nel Interview with Michael Covel Kyle Nel is CEO and co-founder of Uncommon Partners, served as executive director for Lowe’s Innovation Labs, […]
January 27, 2019
Nice year end letter from OSAM and crew… Chart then download:—- —- Link Year End Letter Website Good investing,Meb Fabertheideafarm.com
January 24, 2019
Fun little paper and graphics…. Chart then download:—- —- Link Volatility a Friend or Foe? Website Good investing,Meb Fabertheideafarm.com
January 22, 2019
Might be my favorite academic paper of 2019… Chart then download:—- —- Link LEGO – THE TOY OF SMART INVESTORS Website Good investing,Meb Fabertheideafarm.com
January 21, 2019
Top podcasts of the (past two, sorry forgot to hit send) week! INVESTMENT—- 1. Invest Like the Best: Ep.116 Abby Johnson – The Future of Finance Abby Johnson is the chairman and CEO of Fidelity Investments. She discusses the asset management […]
January 20, 2019
Well, tell us what you really think…. “Our advice, consistent with our portfolio positions established in Q1 2018 – as usual, we were early – is to own as little U.S. equity as your career risk allows.” Chart then download:—- […]
January 16, 2019
AQR crew on factors displaying momo… Abstract then download:—- In this article, the authors document robust momentum behavior in a large collection of 65 widely studied characteristic-based equity factors around the globe. They show that, in general, individual factors can […]
January 14, 2019
Fun little piece from Corey on tactical parameters and the like… Pic then download:—- —- LinkFragility Case Study: Dual Momentum GEM Websitehttps://blog.thinknewfound.com Good investing,Meb Fabertheideafarm.com
January 11, 2019
Charlie does a great job with all his charts….here’s his 2018 review…. Pic then download: —- —- Link Year in Review Website https://pensionpartners.com/ Good investing, Meb Faber theideafarm.com
January 9, 2019
KKR with a lot, lot of charts in their outlook… Pic then download: —- —- Link Outlook 2019 Good investing, Meb Faber theideafarm.com