July 9, 2018
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
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
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
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
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
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
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. […]
June 25, 2018
Robeco always puts out some great charts…below are two included in their regular updates…. Charts then download: —- —- Download Market Outlook Website https://www.robeco.com Good investing, Meb Faber theideafarm.com
June 21, 2018
No hot investment picks here but 10 thoughtful ideas on how to improve your process. Just the download: Download 10 Ideas Website https://www.brandes.com Good investing, Meb Faber theideafarm.com
June 19, 2018
How long until you know if that smart beta ETF you bought is delivering alpha? Oh, I dunno, 67 years or so? Chart and download: —- —- Download Factor Fimbulwinter Website https://blog.thinknewfound.com/2018/06/factor-fimbulwinter/ Good investing, Meb Faber theideafarm.com
June 17, 2018
No download, just a great chart from Leuthold Group… Chart: —- —- Website http://www.leutholdgroup.com/ Good investing, Meb Faber theideafarm.com
June 15, 2018
Lots in here from Invesco, including come good charts below… Charts and link: —- —- Downloads Invesco Macro Website https://www.invesco.com/portal/site/us/financial-professional/etfs/resources/library/ Good investing, Meb Faber theideafarm.com
June 13, 2018
Recent issue of Graham and Doddsville with fun interviews with Greenwald and Mauboussin… Quote and link: —- “We wrote about Tesla in 2015 when Elon Musk laid out the path for Tesla to get to a $700 billion market capitalization. That […]
June 11, 2018
I’m sure most of you have already seen this, but worth reading or downloading….a collab between anon Jesse Livermore and the OSAM crew… Chart and link: —- —- Downloads Factors from Scratch Website http://osam.com/Commentary/factors-from-scratch Good investing, Meb Faber theideafarm.com
June 10, 2018
A couple great charts in here I’m not sure I’ve seen before… Charts and link: —- —- Downloads Global Stock Market to GDP Website https://www.globalfinancialdata.com/GFD/Blog/global-stock-markets-struggle-for-survival Good investing, Meb Faber theideafarm.com