Research Library – Page 49 – The Idea Farm by Meb Faber

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. […]

June 25, 2018

PNAV

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

10 Ideas

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?

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

Low Unemployment, Good or Bad for Stocks?

No download, just a great chart from Leuthold Group… Chart: —- —- Website http://www.leutholdgroup.com/ Good investing, Meb Faber theideafarm.com

June 15, 2018

Lil bit of everything…

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

Tesla Growth

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

Factors from Scratch

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