May 21, 2018

M* Observer

Nice chart book from Morningstar…I’m including two other pieces, all three worth reading. Chart and downloads: —- —- Downloads Morningstar Market Observer How Long Can a Good Fund Underperform Its Benchmark? Fund Fees Website https://www.morningstar.com/ Good investing, Meb Faber theideafarm.com
May 19, 2018

Real Estate Betas

Great piece from Mladina on real estate betas… Short quote then the download: “The compensated portion of public REIT returns is explained by a rich factor mix that is analogous to a port- folio composed of approximately 60% small value […]
May 18, 2018

Comfort is Not Your Friend

Some great charts in here that make you pause and recon Chart and download: —- —- Downloads Comfort is Not Your Friend Website https://www.hussmanfunds.com/comment/mc180508/ Good investing, Meb Faber theideafarm.com
May 18, 2018

Savings vs Returns

This is a fun exercise…what’s more important, savings or returns? Chart and download: —- —- Downloads Savings or Returns? Website http://www.aaii.com/journal/article/the-impact-of-saving-versus-return-on-wealth Good investing, Meb Faber theideafarm.com
May 17, 2018

2018 Target-Date Fund Landscape

Good overview of the Target Date Fund Landscape… Chart and download: —- —- Downloads Morningstar Target Date Fund Overview Website https://corporate1.morningstar.com/ResearchLibrary/article/863877/2018-target-date-fund-landscape/ Good investing, Meb Faber theideafarm.com
May 10, 2018

Global Bonds

Vanguard thinks you should hedge your global bonds…. Chart and download: —- —- Downloads Going global with bonds: The benefits of a more global fixed income allocation Website https://personal.vanguard.com Good investing, Meb Faber theideafarm.com
May 8, 2018

Tiger Quants

Lots of goodness in this article from Novus, an old regular here on the Farm we haven’t featured in awhile… Chart and download: —- —- Downloads Are Tiger Cubs Evolving Into Tiger Quants? Website https://www.novus.com/blog/ Good investing, Meb Faber theideafarm.com
April 30, 2018

REITs NAVs

Discount to NAV seems to be one of the best factors to select REITs, and here is a macro chart from Green Street on sector wide NAVs… Chart and download: —- —- Downloads Real Estate Stocks Are on Sale but […]
April 24, 2018

Happiness & the Gorilla

Some personal finance in here, lots of life thoughts too… Pic and download: —- —- Downloads Happiness and the Gorilla Website https://www.l2inc.com/daily-insights/no-mercy-no-malice/happiness-the-gorilla Good investing, Meb Faber theideafarm.com
April 23, 2018

TopDown Chartbook

Callum Thomas puts together a great chartbook, and he graciously agreed to share an issue….enjoy! Chart and download: —- —- Downloads April 2018 Website https://www.topdowncharts.com/ Good investing, Meb Faber theideafarm.com
April 22, 2018

A Better P/B

There’s been a lot in the literature about how P/B has lost its mojo.  Here’s OSAM on how to potentially fix that… Graph and download: —- —- Downloads Negative Equity, Veiled Value, and the Erosion of Price-to-Book Website http://www.osam.com/Commentary/BlogPost?BlogId=44 Good […]
April 18, 2018

GDP Linked Bonds

I’m not that familiar with GDP linked bonds.  Seems like an interesting idea Shiller has been talking about for a long time. Here is an article and free eBook on the topic (no pics straight to download). Downloads GDP Linked […]
April 16, 2018

Yale 2017

Yale’s update is always required reading…US stocks clocking in at a shopping 3.9%… Chart and download: —- —- Link to Download Yale Endowment Update Website http://investments.yale.edu/
April 14, 2018

Perceptive

Fun profile of arguably the top performing human fund manager of the past 20 years… And the good news, you can follow along with his 13Fs too! Pic then download —- —- Downloads Perceptive Profile 13F Holdings Website https://www.forbes.com/sites/nathanvardi/2018/04/10/a-sixth-sense-for-biotech-has-made-joe-edelman-a-hedge-fund-star/#1f58a55655e9 Good […]
April 3, 2018

Global Valuation Updates!

Quarterly CAPE Ratio Updates!   After another monster year of performance in 2017, many countries are still quite cheap.  But some countries are expensive too…let’s go right to the stats! Median CAPE Ratio: 19 25% most expensive: 27 (U.S. in […]