Research Library – Page 84 – The Idea Farm by Meb Faber

November 3, 2012

November 3, 2012

Sell Apple and Long Greek & Spanish Banks?

This issue of The Idea Farm comes to us from the good folks at Morninstar, who publish a magazine called Morningstar Advisor. In this issue Paul Justice interviews Rob Arnott and Cliff Asness, two titans of the investment world. An […]

November 1, 2012

November 1, 2012

European Stock Ideas

We hope you are enjoying our emails – if you have any suggestions of letters or research to include please email us and let us know. Also, if you are enjoying the emails please feel free to pass along to […]

October 29, 2012

October 29, 2012

Investing in Disasters, Hurricane Edition

Today’s report is a timely one as Hurricane Sandy bears down on our friends on the eastern seaboard (we’re thinking about you, please be safe!). Investing in, and hedging out, natural disaster risks has always been a fascination to me. […]

October 28, 2012

October 28, 2012

Improving on Risk Parity

We hope you are enjoying our emails – if you have any suggestions of letters or research to include please email us and let us know. Also, if you are enjoying the emails please feel free to pass along to […]

October 25, 2012

October 25, 2012

Counter Trend Trading

We hope you are enjoying our emails – if you have any suggestions of letters or research to include please email us and let us know. Also, if you are enjoying the emails please feel free to pass along to […]

October 23, 2012

October 23, 2012

Tactical Playbook

This week’s report looks to uncover opportunities that may lie hidden in the short-term noise. In this issue we include research from Waverly Advisors out of Corning, NY. Waverly blends macro, quant, fundamentals, and real world derivatives experience to come […]

October 21, 2012

October 21, 2012

20% Returns for 100 Years

We hope you are enjoying our emails – if you have any suggestions of letters or research to include please email us and let us know. Also, if you are enjoying the emails please feel free to pass along to […]

October 19, 2012

October 19, 2012

The Search For Yield And 9 Other Key Trends

We hope you are enjoying our emails – if you have any suggestions of letters or research to include please email us and let us know. Also, if you are enjoying the emails please feel free to pass along to […]

October 16, 2012

October 16, 2012

Elections, Managed Futures, and Four New Factors

Below is our tenth issue of The Idea Farm Weekly! If you are enjoying the emails please feel free to pass along to your friends and colleagues. In this issue we include some research from Steve LeCompte at CXO Advisory, […]

October 11, 2012

October 11, 2012

Hmmm…..

Below is our ninth issue of The Idea Farm Weekly! If you are enjoying the emails please feel free to pass along to your friends and colleagues. In this issue we include the most recent newsletter from Grant Williams, portfolio […]

October 5, 2012

October 5, 2012

The Idea Farm #8- The New World of Credit

Below is our eigth issue of The Idea Farm Weekly! If you are enjoying the emails please feel free to pass along to your friends and colleagues. In this issue we include the most recent newsletter from Michael Lewitt, hedge […]

September 30, 2012

September 30, 2012

The Idea Farm #7 – ETF Report

Below is our seventh issue of The Idea Farm Weekly! If you are enjoying the emails please feel free to pass along to your friends and colleagues. After polling readers, 75% of you requested sending the emails “whenever I found […]

September 23, 2012

September 23, 2012

The Idea Farm #6 – Hedge Fund Wisdom

Below is our sixth issue of The Idea Farm Weekly! If you are enjoying the emails please feel free to pass along to your friends and colleagues. Long time readers of my blog know that we spend a lot of […]

September 16, 2012

September 16, 2012

The Idea Farm #5 – Wriston’s Law

Below is our fifth issue of The Idea Farm Weekly! If you are enjoying the emails please feel free to pass along to your friends and colleagues. In this issue we highlight a few reports from Ineichen Research and Management AG, a […]

September 9, 2012

September 9, 2012

The Idea Farm #4 – Credibly Threaten

Below is our fourth issue of The Idea Farm Weekly, and in this issue we highlight a report from Jared Dillian’s The Daily Dirtnap. Jared is a former ETF trader at Lehman, and he is the author of Street Freak: Money and […]