October 2, 2021

Wine Grape Farmland

A great overview of wine grape farmland investing. —- —- Links Understanding wine grape farmland investing – Westchester Good investing, Meb Faber theideafarm.com
September 30, 2021

Net Zero

Bridgewater gets into what “net zero” and government action might actually mean for investors and the global economy by walking through the potential impacts to oil. —- —- Links What will the Global Push to Net Zero Mean for Oil? […]
September 27, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have a deep dive into the Evergrande saga, a must-listen interview with Anderson Cooper, and Goldman Sachs’ David Kostin with a market update. Investing Odd Lots: Understanding […]
September 25, 2021

Expensive Market – Where’s the Opportunity?

In an expensive market, opportunities can still exist for those willing to focus on individual companies and let fundamentals drive the process. —- —- Links With Early Cycle Behind Us, Securities Must Stand on Own Merits – Janus Henderson Good […]
September 24, 2021

Attractive Fundamentals

4 simple reasons to take a look internationally. —- —- Links 4 Reasons to Invest Internationally – Diamond Hill Good investing, Meb Faber theideafarm.com
September 22, 2021

Lowest Yielding Bond Market in History

Given today’s low yield environment, Man discusses some methods on how to navigate. The first step being acceptance. —- —- Links Navigating the Lowest-Yielding Bond Market in History – Man Good investing, Meb Faber theideafarm.com
September 20, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Doug Leone on leading VC firm Sequoia, the man who started the indexing revolution, and Leigh Drogen on his quantamental approach to crypto. Investing ***Must Listen*** […]
September 17, 2021

Managing Downside

The case for systematic long put strategies and a review of concepts investors commonly turn to for equity loss mitigation. —- —- Links Portfolio Protection: One Size Fits None – Janus Henderson Good investing, Meb Faber theideafarm.com
September 16, 2021

Tax Efficiency

AQR demonstrates the impact of tax efficiency on investment results, and the impact matters, especially over long time horizons. —- —- Links Does Tax Efficiency Just Delay the Tax Burden? – AQR Good investing, Meb Faber theideafarm.com
September 13, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Meb Faber sharing his investment philosophy, Marc Andreessen on the history of Silicon Valley, a way you can invest in wine, and an interview with Angels […]
September 11, 2021

Investor Returns

Morningstar’s latest study of investor returns finds investors earned less than the total return of their fund investments over the 10 years ended December 31 2020. The issue? Timing. —- —- Links Why Fund Returns Are Lower Than You Might […]
September 10, 2021

Value – Cheap for a Reason?

The value factor looks attractive, but is there a fundamental reason it is cheap? AQR explores the question. —- —- Links Are Value Stocks Cheap for a Fundamental Reason? – AQR Webisode Good investing, Meb Faber theideafarm.com
September 8, 2021

Myths in Value vs. Growth

Even in some of the greatest periods for value in the past fifty years, there were growth rallies. GMO dispels myths in the value vs. growth conversation in their Q2 2021 letter. —- —- Links Dispelling Myths in the Value […]
September 6, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Dr. William Bernstein on all things bubbles, a panel with Billy Beane and others on the impact of SPACs on the business of sports, an episode […]
September 2, 2021

How Low Can You Go!

What a great time to be an investor, expense ratios have been falling for over two decades! Make sure you check out Morningstar’s Fund Fee Study. —- —- Links 2020 U.S. Fund Fee Study – Morningstar How Low Can Fund […]