April 16, 2018
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
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
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 […]
March 30, 2018
I LOVE these stories… Quote then download: —- “That’s when it hit him. Right there, in the numbers on the page, he noticed a flaw—a strange and surprising pattern, like the cereal-box code, written into the fundamental machinery of the […]
March 26, 2018
Excellent webinar on global valuations by Arnott, DON’T MISS! Screenshot then link: —- —- Webinar CAPE Fear Website https://www.researchaffiliates.com/en_us/publications/video/663-webinar-replay-cape-fear-why-cape-naysayers-are-wrong.html?evar36=eml_CAPE_replay_0318_Section_1_CAPE_replay_CTA&_cldee=bWZAY2FtYnJpYWludmVzdG1lbnRzLmNvbQ%3d%3d&recipientid=contact-36f7871cc8cbe2119aa7005056bc3cff-e2f63db266fb44809d5c8eee71d229ed&esid=92b40461-e82e-e811-80d5-005056bc1247 Good investing, Meb Faber theideafarm.com
March 25, 2018
Probably one of the most important topics in investing no one pays any attention to. Pic then download: —- —- Downloads Declare the Pennies on Your Eyes Website http://www.morningstar.com/articles/856070/declare-the-pennies-on-your-eyes.html Good investing, Meb Faber theideafarm.com
March 23, 2018
Lots of noise about how LBOs are getting pricey…full report on the PE landscape from Bain. Pic then download: —- —- Downloads GLOBAL PRIVATE EQUITY REPORT 2018 Website www.bain.com Good investing, Meb Faber theideafarm.com
March 20, 2018
Not being able to rate and sort great podcasts is still driving me crazy, and until we can solve it I’m still plowing through with brute force. If anyone has a great solution let me know… Here’s a great one […]
March 19, 2018
Vanguard asks if 5% is a reasonable real return target…some nice charts in here: Pic then download: —- —- Download Is 5% the right return target for institutional investors? Website https://www.vanguard.com/ Good investing, Meb Faber theideafarm.com
March 6, 2018
Here’s an area most people know very little about…securities lending in ETFs. Pic then download: —- —- Download ETF Lending Summary Link http://www.etf.com/sections/features-and-news/securities-lending-good-etf-investors?nopaging=1 Good investing, Meb Faber theideafarm.com
March 2, 2018
I’m a total broken record here, but plenty of room for emerging to keep ripping…. Pic then download: —- —- Download A New Dawn Link https://www.barings.com/ Good investing, Meb Faber theideafarm.com
February 28, 2018
Asset class assumptions from the top 10 consultants. I also included a Global Pension Overview that isn’t really actionable but sorta just interesting… Pic then download: —- —- Download Assumptiosns Global Pension Summary Link https://www.evestment.com/ https://www.willistowerswatson.com/ Good investing, Meb Faber theideafarm.com
February 24, 2018
Is it me or does he sound bearish? PS I’m not sure why people can’t figure out what the 5 FOFs are, should take about an hour of digging in a FOF database to uncover the A… Pic then download: […]
February 23, 2018
Spend less, save more…blech… Nice overview from Vanguard on their outlook…. Pic then download: —- Download Vanguard Outlook Link https://t.co/X46Wduf4jn https://institutional.vanguard.com Good investing, Meb Faber theideafarm.com
February 22, 2018
The CSFB GIRY is always my favorite read of the year (you should read all the archive years if you have not yet). They started only publishing a Summary and Slide Deck beginning in 2017, so if you see the […]