Publication has been slow, so thank you for your patience! The good news is there is a backlog of great reads coming, including my #1 favorite read every year in this issue. CSFB publishes the Global Investment Returns Yearbook each […]
We featured an issue of Value Investor Insight about a year ago on The Idea Farm. For those unfamiliar, VII is a monthly publication (and the sister quarterly 13F publication SuperInvestor Insight) focusing on interviews with top value investors. This […]
One of the reasons I started Hedge Fund Letters (currently getting redesigned) was that I loved reading old hedge fund letters and interviews. But it has always been impossible to find many of the old letters. Below is a great […]
Jared has forgotten more about options than I have ever known. Below he has graciously agreed to share a few issues of his paid newsletter Volatility Tracker with Idea Farm subs. Below is an excerpt of a few trade ideas before the […]
I like reading the updates from the real money institutions – foundations, endowments, pension funds and the like. aiCIO is a great website that covers the space. The best part – it is all free. Below are links for the […]
Thanks to all of my subscribers for understanding the two week hiatus here on the Idea Farm. It’s been a rough time for the Faber family but good to be back at work. In honor of my Dad, we will […]
Publication of the Idea Farm will be going on a temporary hiatus due to an unexpected death in the family, and should resume in a few weeks. I normally keep personal matters private, but since there are so many new […]
A long chart filled piece from JPM. Below is a great chart of country valuations across CAPE, P/B, and dividends. The #1 ranking is one of my favorite picks for 2014! Chart then download: —- —- Download PDF Long Term […]
Fun issue from Grant’s on the disconnect between Korean common and preferred shares. Chart then download: —- —- PDF Download Grant’s XMAS Website http://www.grantspub.com/
Instead of a download I’m going to direct you to a page that has all the downloads since some are very large. But it is a treasure chest of great papers and PPTs. Included are speeches from Siegel and Shiller […]
A few great charts in this very worthy read from Niels Jensen. Below is a chart on a topic that is very timely, namely how flows can distort factor investing. —- —- Download PDF here Squeaky Bum Time Website http://www.arpinvestments.com/
Most CTAs do the same thing. That’s not necessarily a bad thing, rather, just something we should all be aware of (and probably not pay too much for!). Quick chart on the common CTA Indexes, then the download: —- —- […]
Dimensional Funds is known for their work in multifactor stock strategies. Below is a simple piece examining long term returns and inflation. Table then download: —- —- Download PDF here: US Inflation and Returns Website: www.dimensional.com
Fun article from Cliff. Quote then download. —- 2. Bubbles, Bubbles, Everywhere, But Not All Pop or Sink The word “bubble,” even if you are not an efficient market fan (if you are, it should never be uttered outside the tub), is very […]