October 21, 2018

How do the Rich Invest?

UBS on global family offices stats and yada yada… Chart then download… —- —- Download PDF Global Family Office Report Website https://www.ubs.com/global/en/wealth-management/uhnw/global-family-office/global-family-office-report-2018.html Good investing, Meb Faber theideafarm.com
October 18, 2018

Damo on Pot Stocks

The valuation godfather on the pot stocks. Can probably guess what he’s going to say. Chart then download… —- —- Link Damo on Pot Stocks Website https://aswathdamodaran.blogspot.com/2018/10/high-and-higher-money-in-marijuana.html Good investing, Meb Faber theideafarm.com
October 17, 2018

It Was the Worst of Times: Diversification During a Century of Drawdowns

This AQR paper reminds me a lot of our tail risk white paper.  Great read! Chart then download… —- —- Download PDF Worst of Times Website https://www.aqr.com/Insights/Research/Alternative-Thinking/It-Was-the-Worst-of-Times-Diversification-During-a-Century-of-Drawdowns Good investing, Meb Faber theideafarm.com
October 17, 2018

Top Podcasts of the Week

Below are the top podcasts of the week!  Sorry this is late been traveling a bit. We didn’t have any investment specific great ones but a handful of business related great ones below… POTPOURRI (Not investment related but still great) 1.  This […]
October 16, 2018

To Hedge or not to Hedge?

Vanguard on hedging….seems reasonable with developed sovereigns but I don’t love it for equities…(though somewhat agnostic on the topic) Chart then download… —- —- Download PDF To Hedge or not to Hedge Website https://vanguardblog.com/ Good investing, Meb Faber theideafarm.com
October 11, 2018

Muni Indexing Issues

Lots of fun stats on munis and how to go about investing in them… Chart then download… —- —- Download PDF A SMARTER SOLUTION TO MUNICIPAL INVESTING Website http://www.columbiathreadneedle.com/ Good investing, Meb Faber theideafarm.com
October 9, 2018

Top Podcasts of the Week

We try to only send out amazing podcasts, and this week there were lots of decent and good ones, but no truly exceptional ones.  zzZZzzz. ———————————————————————————- Meb‘s Episode Howard Marks Good investing, Meb Faber theideafarm.com
October 8, 2018

The U.S. Economic Cycle Why There’s More to Go

Nice piece from Ned Davis…that says the time is not now for the expansion to end… —- —- Download PDF More to Go Website https://www.ndr.com/ Good investing, Meb Faber theideafarm.com
October 4, 2018

All USA Some of the Time

No download this time just a cool chart from Baird… —- —- Website http://www.rwbaird.com/ Good investing, Meb Faber theideafarm.com
October 3, 2018

Global Valuation Updates!

Quarterly CAPE Ratio Updates!   Not a lot of changes this Q.  Let’s go right to the stats! Median CAPE Ratio: 18 25% most expensive: 27 (U.S. in this bucket) 25% cheapest 12 Average of Foreign Developed 22 Average of […]
October 2, 2018

The Cannots

I could read Ineichen just for the quotes… Straight to the download: —- Download PDF Freedom, rough patches and the five Bs Website http://www.ineichen-rm.com Good investing, Meb Faber theideafarm.com
October 1, 2018

Top Podcasts of the Week

Below are the top podcasts of the week! —————————————————————————— INVESTMENT RELATED 1.  What Works on Wall St: Factors from Scratch Embarrassed to say I didn’t even know Jim had a podcast.  In my defense he only publishes an episode every 3 […]
October 1, 2018

The Misleading Lessons of History

“Is it possible to create an asset allocation that has never lost money over rolling 6-month periods?” Click. Chart then download: —- —- Download PDF Misleading Lessons of History Website https://www.thinknewfound.com/ Good investing, Meb Faber theideafarm.com
September 24, 2018

Top Podcasts of the Week

Below are the top podcasts of the week! —————————————————————————— INVESTMENT RELATED 1.  Behind the Markets Jeremy Schwartz:  Brandon Zick Private fund focused on farmland investing, which I learned has only about 2%! institutional ownership… 2.  Bogleheads on Investing Rick Ferri with John […]
September 21, 2018

EBITWHAT

Mauboussin usually gets an auto send….here he is diving into EBITDA… Chart then download: —- —- Download PDF What Does an EV/EBITDA Multiple Mean? Website https://www.bluemountaincapital.com/ Good investing, Meb Faber theideafarm.com