March 20, 2013
There is a lot that people get wrong when it comes to income investing. This is one reason we put together the Shareholder Yield book coming out in a few weeks, finally! (For those that cannot wait a good review […]
March 17, 2013
Mr Boeckh, previously editor-in-chief of the Bank Credit Analyst, a monthly publication offering one of the most in depth macro-economic views of monetary conditions around the world, writes the Boeckh Investment Letter. The focus is on the long-term drivers of […]
March 14, 2013
Dylan Grice has always been one of my favorite analysts (historians) out there. He recently left SocGen (where you can find a coffee table-esque compilation of his work here) and landed at Edelweiss Holdings. Edelweiss also publishes a piece ever so often, […]
March 12, 2013
Not many fund companies have a head of technical analysis anymore, but they probably should. Riccardo Ronco is a practitioner that has won numerous awards for his work at London based Aviate Global. Below is a chart that contains a […]
February 27, 2013
ETF Database is a great website for all things ETF. You can screen for ETFs by type, country, exposure, issuer, you name it. Below are two free tools that are pretty cool: ETF Country Exposure Tool Mutual Fund To ETF […]
February 24, 2013
This week’s Idea Farm links to a couple research sources I don’t hear much about, but are high on my reading list – aiCIO and Guggenheim’s Scott Minerd. We are pairing the two this week since aiCIO has a profile piece […]
February 20, 2013
Back when I was giving more talks on global tactical asset allocation I would hand out some hyper-inflated currencies as a reward for guessing the correct answer to a few questions during the talk. You can buy them on eBay […]
February 17, 2013
This week’s piece comes from a relatively new newsletter, but from the first few issues, it looks like a good one. The Macro Trader focuses on a lot of topics, but one of the nice features is it often includes […]
February 13, 2013
I remember reading Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports, Third Edition back in college for a class on Security Analysis. The world of forensic accounting fascinated me – and one project was to see how […]
February 10, 2013
There are a few shops that I consider to be absolute must reads for everything they publish. Research Affiliates, GMO, and Leuthold are a few such shops we have featured on The Idea Farm, and this month’s research note by […]
February 5, 2013
I’m taking the red-eye to Colombia tonite, so I have printed out a big stack of papers for the plane. I am super excited to be reading probably my favorite update of the year, the Credit Suisse Global Investment Returns […]
February 4, 2013
Headquartered in Edinburgh, Standard Life manages over $100billion and has been around since 1825 (at least the parent company). I’ve never been to Scotland, but supposedly that’s where my name derives from – Mebane is Southern (US), derived from Scottish (McBain […]
January 31, 2013
I’ve featured Eric Crittenden and Cole Wilcox a number of times on the blog over the years with their previous firm, Blackstar. They have changed the name to Longboard (which being a rather poor but aspiring surfer I like), and […]
January 27, 2013
We took a deep dive into how the top universities managed their endowments in our book The Ivy Portfolio. Hallmarks of the endowment style include a true global focus, a heavy weighting to equity like assets, and active management in asset […]
January 23, 2013
It is really, really difficult to stay abreast of all of the white papers and academic papers that come out on a daily basis. There used to be a service called Alpha Letters (not sure what happened to it) that […]