September 22, 2017

Quick Hits

It’s been pretty quiet over here.  I’m still stuck on how best to curate the top podcasts but here’s two good ones not to miss with Kyle Bass and Scott Malpass. Links Malpass Interview Kyle Bass Interview
September 1, 2017


Great paper from Pete Mladina on the global market portfolio…he compares it to 151 World Allocation funds…and finds most would be better off just indexing to the GMP…which is basically 50% a global stock index ACWI) and 50% a global […]
August 30, 2017

Multi-Factor REITs

A nice simple paper from OSAM on multi-factor REIT investing. …chart then download: —- —- Link A Factor Alpha Approach to REITs Website
August 28, 2017


As a reminder, if you send me a link/PDF to a research piece that I then use, I will credit your account $100.  We have readers that have made over $700 this way…so just send an email with RESEARCH in the subject […]
August 27, 2017

Bonds and Low Rates

Great paper…don’t miss…people love to think in nominal returns, but it is real returns that matter… …chart then download: —- —- Link Asset Allocation in a Low Yield Environment Website
August 23, 2017

New Book!

You can click on the below link to download a copy of the new book, The Best Investment Writing! It contains about 30 short pieces from some of the top writers in our industry… I would love to hear your feedback. […]
August 21, 2017

Macro Mo

A complimentary macro strategy to trend? …chart then download: —- —- Link Macro Momentum Website
August 18, 2017

The Rate of Return on Everything, 1870–2015

This is a good, if long white paper.  I’ve also included a summary article from the FT.  (Note: Housing is appreciation and rental income) …chart then download: —- —- Link The Rate of Return on Everything, 1870–2015? FT: Housing for […]
August 16, 2017

Robo Performance

I don’t know how much validity there is in comparing the performance across robo platforms, but figured some of y’all would like this.  Lots more info in here too… Chart then download: —- —- Link The Robot Report Website
August 15, 2017

S&P 500: Just Say NO

More from GMO on US stock valuations…another good one! …chart then download: —- —- Link Just Say No Website
August 6, 2017

Why Are Stock Prices So High?

Great piece from GMO on emerging markets and US stock valuations…don’t miss this one! …chart then download: —- —- Link Q2 Letter Website
July 27, 2017

Hamster for Sale

Fun long letter from Marks…love this joke! Quote then download… —- —- Link to Download There they go again, again Website
July 26, 2017

The Trend Isn’t Your Only Friend

Before we get to today’s issue, wanted to remind all our subs to make sure to send us any feedback…We’d like to cram as much value as we can into the subscription, so let us know any and all ideas! […]
July 21, 2017

5-Year Farmiversary !!

Idea Farm friends… month will mark five years since we started our investment research offering…crazy how time flies! We have almost 500 research pieces in the archives, which is amazing.  I often go back and scan all the materials…with so […]
July 20, 2017

Probability of US Recession

Fun little chartbook from Goldman… Chart then download… —- —- Link to Download Market Know-How Website