August 11, 2018

Tax Incentive for Long-Term Investment

Nice summary on Opportunity Zones as the rules start to come into focus…. Straight to the download: Download Opportunity Zone Funds Offer New Tax Incentive for Long-Term Investment in Low-Income Communities Website skadden.com Good investing, Meb Faber theideafarm.com
August 7, 2018

Podcasts of the Week!

I forgot to send this Sunday, but below are the top podcasts from the past week…and don’t forget mine below the ratings…enjoy! 1.  Capital Allocators Ep. 62 Charley Ellis – Indexing and its Alternatives Summary The episode guest is Greenwich Associates […]
July 30, 2018

Podcasts of the Week!

My continued frustrations with the lack of podcast curation and reviews is big news for Idea Farm members…we just brought on a new hire to help listen to and rate about a dozen podcasts each week. We’re going to experiment […]
July 28, 2018

Guide Markets

I like the JP Morgan Guide to the Markets as much as anyone, but the very first chart qualifies for a chart crime in my opinion….S&P price based index with no dividends…but lots of good in there too… Charts then download… […]
July 23, 2018

Factbook

Great annual overview of the fund space… Charts then download… —- —– PDF Download ICI Factbook http://www.icifactbook.org/ Good investing, Meb Faber theideafarm.com
July 16, 2018

Mirae

I can’t recall if I emailed this KKR piece or not, so here’s a double issue.  Macro chartbooks from Mirae and KKR both… Charts then downloads… —- —– PDF Downloads Mirae KKR Good investing, Meb Faber theideafarm.com
July 13, 2018

International Currencies and Capital Allocation

This paper won the AQR Insight award.  We talk a lot about home country bias a lot in equities, and guess what, just as bad in bonds… No chart just download (there’s also a video)… Download International Currencies and Capital […]
July 11, 2018

A Better Lazy Market Cap….

Lots of basic improvements one can implement for market cap weights, including just being a little bit lazy…. Chart and download… —- —- Download Buy High Website https://www.cbinsights.com/research/team-blog/run-sell-company/ Good investing, Meb Faber theideafarm.com
July 9, 2018

Tudor on Tudor

Really fun interview with Paul Tudor Jones with Goldman Sachs.  Was going to embed the video but thought I’d just post the link… https://finance.yahoo.com/video/goldman-sachs-ceo-lloyd-blankfein-142726234.html Good investing, Meb Faber theideafarm.com
July 8, 2018

Global Valuation Updates!

Quarterly CAPE Ratio Updates!   Let’s go right to the stats! Median CAPE Ratio: 18 25% most expensive: 27 (U.S. in this bucket) 25% cheapest 13 Average of Foreign Developed 22 Average of Foreign Emerging 16 We’ve mentioned this note […]
July 7, 2018

Major OPPORTUNITY

One of the biggest potential tax breaks was passed last year but very few are aware of are these “Opportunity Funds”. Below are a few links to get you up to speed…if you have any other great resources let me […]
July 5, 2018

Wine and Cars

Pretty sure my 50 year old truck wasn’t included in this index…. Chart then download: —- —- Download Knight Frank Index Website http://content.knightfrank.com/research/540/documents/en/knight-frank-luxury-investment-index-q1-2018-classic-car-special-5628.pdf Good investing, Meb Faber theideafarm.com
July 3, 2018

Out of Sample Mo…Does it Work?

Many factors haven’t worked that well post publication.  Does mo? Chart then download: —- —- Download Quant Insights Momentum Website http://www.himco.com/our-thinking/ Good investing, Meb Faber theideafarm.com
July 1, 2018

Avoiding Losers

This paper is a few years old but from a shop that is new to me, Greenline Partners.  Their other pieces are worth perusing as well. Today tackles a topic we chat about lots on the podcast…many strategies, like value, […]
June 28, 2018

Why Would Anyone Own a Mutual Fund?

I don’t understand why anyone would own a mutual fund.  I sent out slides on this already but here’s the publication too….taxes matter friends! Quote then download: —- “An ETF’s tax efficiency remains after considering the taxation of dividend income. […]