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 […]
December 21, 2017

Optimal Universe

People always assume more is better when it comes to trading and markets….is it? Chart and download —- —- Link Optimal Universe Website https://www.pimco.com/ Get a Free Subscription! If you send me an email with a link or attachment to […]
December 13, 2017

Silver Bullet

Really nice PPT from Corey and the crew at Newfound… Chart and download —- —- Link SIlver Bullet Website https://blog.thinknewfound.com/ Get a Free Subscription! If you send me an email with a link or attachment to a piece you think […]
December 11, 2017

Profit Margins, Normal?

I’m going to have to read this one a few more times…but talks to the common belief that profit margins are too high and should mean revert (and argues people are mis-measuring them). Chart and download —- —- Link Mean […]
December 9, 2017

A World of Pure Imagination

Fun little video from Grant Williams…don’t agree with all but love to listen to him anytime he talks… Chart and download —- —- Link LiveStream Website http://stansberryresearch.com/ Get a Free Subscription! If you send me an email with a link […]