April 9, 2019

Top Podcasts of the Week

Top podcasts of the week! INVESTMENT —- 1. Trend Following : Ep. 751: Brent Huigens Interview with Michael Covel Brent Huigens is an entrepreneur in the world of trading cards. He is founder and president of PWCC Marketplace, the largest […]
April 8, 2019

Lessons From a Short Seller

Fun article from CFA on short seller Robert Wilson… Link Lessons from Short Seller Website https://blogs.cfainstitute.org Good investing, Meb Faber theideafarm.com
April 6, 2019

Churn

Everyone likes to chase performance….to their detriment… Chart then download: —- —- Link https://www.morningstar.com/articles/919915/think-twice-before-you-ditch-that-laggard-fund-in-.html Website https://www.morningstar.com Good investing, Meb Faber theideafarm.com
April 4, 2019

More PE?

Lots of talk recently about some shops getting deeper into PE (CALPERS) and others warning of it…below is Dan Rasmussen with a thoughtful note (check out his old podcat for more info)… Chart then download: —- —- Link Verdad Letter […]
April 2, 2019

Guide to Retirement

JPM puts out a nice chartbook now focusing on retirement…useful for the advisors out there perhaps… Chart then download: —- —- Link JPM Guide Retirement Website https://www.jpmorgan.com Good investing, Meb Faber theideafarm.com
April 1, 2019

Euro Opportunity

Invesco on European stock opportunities… Chart then download: —- —- Link Invesco on Europe Website https://www.invesco.com Good investing, Meb Faber theideafarm.com
March 31, 2019

Top Podcasts of the Week

Top podcasts of the week! INVESTMENT —- 1. Masters in Business: Joshua Miller Discusses the Hot Hand Phenomenon Joshua Miller, economics professor at the University of Alicante discusses some interesting findings from his paper, Surprised By the Hot Hand Fallacy? A […]
March 29, 2019

The GOAT

Simon and Lo yukking it up at MIT…well worth listening to the whole thing… Chart then download: —- —- Link Simons Interview Website https://www.youtube.com/watch?v=srbQzrtfEvY Good investing, Meb Faber theideafarm.com
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