September 19, 2018

Biggest Companies in the World

Market historians may like this piece…top 100 companies over the years via PWC… Chart then download: —- —- Download PDF Global Top 100 companies by market cap Website www.pwc.com Good investing, Meb Faber theideafarm.com
September 17, 2018

Big Debt Crisis

Dalios new 470 page whopper of a book is below.  It’s free to download as a PDF.  Enjoy! Chart then download: —- —- Download PDF Template for Understanding Big Debt Crisis Website http://www.bwater.com https://www.principles.com/big-debt-crises/ Good investing, Meb Faber theideafarm.com
September 17, 2018

Top Podcasts of the Week

Below are the top podcasts of the week! Behind the Markets: Robert Shiller & Robin Greenwood A rare opportunity to have Jeremy Schwartz, Jeremy Siegel, Yale’s Robert Shiller, and Harvard’s Robin Greenwood together for a talk. They talk markets, valuation, […]
September 14, 2018

Ragnarok

Lots of you sent me Cliff’s latest on liquid alts and their recent (lack of) performance.  Always worth reading… Charts then download: —- —- Download PDF Liquid Alts Ragnarok Website http://www.aqr.com Good investing, Meb Faber theideafarm.com
September 12, 2018

Pim

We had Pim on the podcast today and he was great!  Here’s also a recent update from his parent company Rebeco… Chart then download: —- —- Download PDF Multi-asset market outlook Website http://www.robeco.com Good investing, Meb Faber theideafarm.com
September 10, 2018

Top Podcasts of the Week

Below are the top podcasts of the week! The Monthly Dirtcast: Salem Abraham Don’t miss this one.  Old school CTA located in a tiny Texas town. Behind the Markets: Leonard Nakamura The episode guest is the Vice President and Economist […]
September 10, 2018

FREE BIW V2 Download

Idea Farm members get a free download of the new book, woo-hoo! I’m really proud of it and think it came out great… Download here. And if you liked/hated it, please leave a review! Good investing, Meb Faber theideafarm.com
September 7, 2018

Natural Resources in Your Portfolio

Meketa on a nice natural resources overview… Charts then download: —- —- Download PDF Meketa on Natural Resources Website http://www.meketagroup.com/ Good investing, Meb Faber theideafarm.com
September 4, 2018

RoboOverview

A really deep overview on the robospace…. Charts then download: —- —- Download PDF Installing a Program for Profitability: Digital Advice Raises Profits for Investment Services Industry Website https://www.morningstar.com/ Good investing, Meb Faber theideafarm.com
September 3, 2018

Top Podcasts of the Week

Below are the top podcasts of the week! The Curious Investor The episode explores some of the most famous investor track records including Warren Buffett, Bill Gross, George Soros, and Peter Lynch to see if their alpha can be explained […]
September 2, 2018

Emerging Bonds in a Portfolio

Simple, but really nice overview from Vanguard on EM bonds. Chart then download: —- —- Download PDF EM Bonds Website https://investor.vanguard.com/investing/investment-research Good investing, Meb Faber theideafarm.com
August 30, 2018

King of the Mountain

Great paper showing the relationships between valuations (CAPE) and inflation and real interest rates… Chart then download: —- —- Download PDF King of the Mountain Website https://www.researchaffiliates.com/ Good investing, Meb Faber theideafarm.com
August 28, 2018

Top Podcasts of the Week

Below are the top podcasts of the week! The Sherman Show – S4E4 Jeffrey Gundlach – CEO, DoubleLine The episode guest is Jeffrey Gundlach, DoubleLine’s CEO. Jeffrey discusses market “truisms.” He gets into the swinging pendulum of investor preference changes […]
August 27, 2018

Chinese Biotech

Long term trends, hard to not be bullish on Chinese healthcare sector… Chart then download: —- —- Download PDF Chinese Biotech Website https://www.ubs.com Good investing, Meb Faber theideafarm.com
August 24, 2018

Fixed-Income Outlook: Tail Risks Are Getting Fatter

Fixed income outlook from Guggenheim for you bond folks… Chart then download: —- —- Download PDF Fixed-Income Outlook: Tail Risks Are Getting Fatter Website https://www.guggenheimpartners.com/ Good investing, Meb Faber theideafarm.com