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 […]
February 21, 2018
I used to love attending the stockpicking charity events like Sohn, but my problem as a quant is that all of the ideas sound great to me. Maybe I’m just an optimist, but here is a really fund PDF from […]
February 21, 2018
Many of you heard the podcast we did with Dan on replicating private equity with listed stocks. Here he is with a written summary piece you may like. Pic then download: —- Download Private Equity: Overvalued and Overrated? Link https://americanaffairsjournal.org/2018/02/private-equity-overvalued-overrated/ http://verdadcap.com/management/ […]
February 20, 2018
Recent market jitters have you thinking about ways to protect your portfolio? We just put together a brief “frequently-asked-questions” document about our Tail Risk ETF, TAIL. If you’re one of the many readers who’ve been requesting more information about the fund since […]
February 19, 2018
We did an article a couple years ago that was a riff on the magazine articles “Celebrities, They’re Just Like Us!” featured in the grocery store check out lines. We referenced how institutions often make the same stupid hiring and […]
February 15, 2018
If you’re invested in dividend mutual funds or ETFs, you should read the update below. Love it or loathe it, it’s worth your time to consider it. “Think Income and Growth Don’t Exist in this Market? Think Again.” Regards, Meb
February 14, 2018
A valuation CAPE ratio related piece below but first some housekeeping….If you’re a fan of The Idea Farm, we’re requesting your help. We’re looking for testimonials from subscribers who believe the Farm is as valuable as we do. With your […]
February 8, 2018
Morgan gave a recent speech at the MicroCap Summit, and they were nice enough to share the video online. Morgan is a partner at The Collaborative Fund and generously shares some great tidbits on Twitter too, worth a follow… I’ll […]
February 2, 2018
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
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
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
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
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
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
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: […]