February 19, 2018

Hiring Stalin

We did an article a couple years ago that was a riff on the magazine articles “Celebrities, They’re Just Like Us!” featured in the grocery store check out lines.  We referenced how institutions often make the same stupid hiring and […]
February 15, 2018

A Five-Minute Read I Strongly Encourage

If you’re invested in dividend mutual funds or ETFs, you should read the update below. Love it or loathe it, it’s worth your time to consider it. “Think Income and Growth Don’t Exist in this Market? Think Again.” Regards, Meb
February 14, 2018

Testy

A valuation CAPE ratio related piece below but first some housekeeping….If you’re a fan of The Idea Farm, we’re requesting your help. We’re looking for testimonials from subscribers who believe the Farm is as valuable as we do. With your […]
February 8, 2018

What Other Industries Can Teach Us About Investing

Morgan gave a recent speech at the MicroCap Summit, and they were nice enough to share the video online. Morgan is a partner at The Collaborative Fund and generously shares some great tidbits on Twitter too, worth a follow… I’ll […]
February 2, 2018

#1 Chart

Y’all know Leuthold’s Green Book is probably my favorite monthly publication.  Occasionally I plead and they let me share some other their great research. (You can check out a really fun pod with Doug Ramsey here) Below is a nomination for […]
February 1, 2018

Permanent Capital

Fun read from Brent Beshore on a new model for private equity. You should also listen to his podcast with Patrick O’Sha. Straight to download: Download Annual Letter Link https://www.adventur.es/ Good investing, Meb Faber theideafarm.com
January 31, 2018

An Update On Our Family

Posting has been absent over the past week, just wanted to let you all know why below…we expect to resume sending out research in the following week – thanks in advance for your understanding… It is with a heavy heart […]
January 16, 2018

Profits and Valuations

Goldman’s investment outlook for 2018 with some nice charts… Charts and then download: —- —- Download 2018 Outlook Link http://www.goldmansachs.com/ Good investing, Meb Faber theideafarm.com
January 7, 2018

2017 by the #s

I didn’t send out any year end outlooks, but you can find a curated list here.  If I find any gems will certainly pass along. Here is a nice summary piece from Morgan Stanley… Chart and then download: —- —- Download […]
January 5, 2018

CAPE Fear

Sorry for all the CAPE ratio focus lately but this is a great piece on valuation from Research Affiliates. Chart and then download: —- —- Download CAPE Fear Link https://www.researchaffiliates.com Good investing, Meb Faber theideafarm.com
January 4, 2018

Downloadable CAPE ratios

Really cool new resource from Barclays that lets you visualize, and download(!) CAPE ratios for a handful of countries and regions. If I were you I’d download soon as these online modules have a way of disappearing…. Chart and link: […]
January 4, 2018

Global Valuation Updates!

Quick housekeeping… First, we hope you guys love the new redesign!  If you ever need any help you can ping help@theideafarm.com. Second, the archives have been totally rebuilt – there are so many gems in the library now it should be […]
January 2, 2018

Munger

I’d watch anything with Charlie Munger.  Here’s a great interview from the University of Michigan: https://www.youtube.com/watch?v=S9HgIGzOENA Good investing, Meb Faber theideafarm.com
January 2, 2018

Stalin’s Pension Fund

Happy New Year! I honestly can’t recall if I sent this piece or not, so if I did, well read it again!  It’s that good. A quick chart and then the download… —- —- Download What Happened to Inflation? And […]
December 27, 2017

Regret Minimization

Ben says Three Body Problem was his favorite sci-fi book of the past 20 years…this is a fun piece on what the future of investing may, or may not, look like. No charts just straight to the link: Download Three Body Problem […]