January 4, 2013

Contrarian Dreaming

I know a lot of people don’t like the the year end market outlook pieces everyone puts out, but count me in the minority (I love them). At the very least it gives you consensus perspectives on what market participants […]
December 31, 2012

RA 2013

As we wind down 2012 (from a Southwest flight from DEN to LAX), I thought it would be worthwhile to take a look at the first few months of The Idea Farm, and a look forward. In the first four […]
December 28, 2012

TV is Next

Long time readers know that we find great value in a number of the resources for investors to find new ideas.  Here is a link on our website that lists various conferences throughout the year (I’m speaking at the online Best Ideas […]
December 24, 2012

Holiday Issue

Below is a publication from Citi’s global equity strategy team.  QE, financial repression, and a global snapshot of valuations…oh, and corporate payout mixes too! Here are a few charts and quotes from the piece: —-  Ultra-low Interest Rates — Policy-makers have […]
December 20, 2012

Simple Arithmetic

Quick note before we get to the newsletter:  This is a cool conference Mish is putting on in April in Sonoma featuring speakers Chanos, Hussman, Mauldin and others.  I’m hoping to attend, and it’s for a great cause.  For those unfamilar […]
December 16, 2012


Quick note:  For those attending the TD Ameritrade conference in January, if you want to hear me speak on the new shareholder yield research, vote for my session here! Long time readers know how much I believe in studying other successful […]
December 13, 2012

Simple Arithmetic

Andrew Redleaf founded Whitebox Advisors in the late 1990s after a career at Deephaven and trading options at the CBOE.  In addition to managing private and public funds, the team at Whitebox maintains a great website called Whitebox Selected Research […]
December 9, 2012

Volatility Based TAA

If you are not following Wes Gray and his writing you are missing out.  He churns out more research on quant strategies, stock picking, and investment theory than just about anyone I know.  He runs a few websites (in addition […]
December 4, 2012

Macro Views

I am in Phoenix and Tucson this week, drop me a line if you’re around! A couple pieces from Ian Shepherdson at Pantheon Macro: —- “Fears over the fiscal cliff do not explain the slowing in capex; it’s mostly about slowing […]
December 2, 2012

The New Ab(Normal)

Do you read a newsletter or have come across something incredibly interesting or useful lately?  Please shoot me an email at mebane@theideafarm.com to let us know! This week has a great read from Saumil Parikh over at PIMCO who examines […]
November 29, 2012

Attractive Stocks Under $10

The Bespoke Investment Group is one of my favorite blogs.  If you are like me, and love to see data in chat and tabular form then their site is a treasure trove of information.  They have both a free and premiuim […]
November 26, 2012

Forecasting Stock Returns

Before we get to this week’s piece some quick housekeeping.  Many readers are not aware that we archive all of the old emails and newsletters on The Idea Farm website. and for those on Facebook you can follow/like us here: […]
November 11, 2012

The Green Book

I look forward to The Leuthold Group’s publication Perception for the Professional (also known as The Green Book) every month.  If it is not my #1 favorite read per month it is definitely in the top 3.  It is jam packed with […]
November 8, 2012

Some Simple Tricks to Boost Momentum Performance

In this piece Societe Generale looks at ways to improve upon price momentum screens for selecting stocks and avoid the massive drawdowns of 2009. From the piece: —- “Macro news has been dominating stock prices and is likely to continue […]
November 5, 2012

The $130,000 Idea Challenge

I’ve done a number of posts on my blog World Beta that detail all of the investment contests that award over $200,000 in prizes for white papers on investing. It is interesting to see a new contest that is offering $130,000 to […]