October 1, 2018
“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
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
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
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
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
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
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
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
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
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
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
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
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
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
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