January 2, 2018
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
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
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
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
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
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
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 […]
December 6, 2017
Paper from the AQR crew on deep episodes of value… Chart and download —- —- Link Deep Value Website http://aqr.com Get a Free Subscription! If you send me an email with a link or attachment to a piece you think […]
November 24, 2017
Nice list of valuation charts…all saying the same thing from the shop Crescat in CO. Though a fair amount in here I don’t agree with, some good ones too… Chart and download —- —- Link Crescat Q Letter Website https://www.crescat.net […]
November 22, 2017
A couple great pieces on private equity from the author/hedge fund manager that was writing on how to replicate PE returns with public stocks. Chart and download —- —- Link Making Private Equity Great Again Betting on Unpredictability Website http://verdadcap.com/ […]
November 16, 2017
Add Swensen to the list of people with low expectations. Fun interview with written transcript too… Straight to download Link Swensen Interview Website https://www.cfr.org/ Get a Free Subscription! If you send me an email with a link or attachment to […]
November 14, 2017
GMO on sector weights and influences on valuations… Figure and download —- —- Link FAANG SCHMANG Website https://www.gmo.com/ Get a Free Subscription! If you send me an email with a link or attachment to a piece you think readers would […]
November 3, 2017
Two links from Wes and AA crew on replicating academic studies. Fun to read though fair amount of debate on the topic as they note… Chart and download —- —- Link Want to Learn More About Factor Investing? Replicating Anomalies […]
November 1, 2017
Nice piece from RA on valuing stocks and bonds and switching. May have to build this out in Excel and play around with it on my own…also included another piece of theirs on T bonds…reminds me old a David Rosenberg […]
October 31, 2017
Been awhile since I featured the Novus crew…here’s a nice follow up to the 13F Tiger work….lots of love there! Chart and download —- —- Link Catching up with the Cubs Website: https://www.novus.com/