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
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