October 2, 2018

The Cannots

I could read Ineichen just for the quotes… Straight to the download: —- Download PDF Freedom, rough patches and the five Bs Website http://www.ineichen-rm.com Good investing, Meb Faber theideafarm.com
August 15, 2018

Advisors, They’re Just Like US!

Advisors can often make the same bone-headed decisions for themselves that they do for clients.  Nice PPT from a presentation this spring… Quote then download: —- “Advisers encourage chasing returns, push for actively managed funds, and even actively push them […]
July 13, 2018

International Currencies and Capital Allocation

This paper won the AQR Insight award.  We talk a lot about home country bias a lot in equities, and guess what, just as bad in bonds… No chart just download (there’s also a video)… Download International Currencies and Capital […]
July 11, 2018

A Better Lazy Market Cap….

Lots of basic improvements one can implement for market cap weights, including just being a little bit lazy…. Chart and download… —- —- Download Buy High Website https://www.cbinsights.com/research/team-blog/run-sell-company/ Good investing, Meb Faber theideafarm.com
July 5, 2018

Wine and Cars

Pretty sure my 50 year old truck wasn’t included in this index…. Chart then download: —- —- Download Knight Frank Index Website http://content.knightfrank.com/research/540/documents/en/knight-frank-luxury-investment-index-q1-2018-classic-car-special-5628.pdf Good investing, Meb Faber theideafarm.com
June 21, 2018

10 Ideas

No hot investment picks here but 10 thoughtful ideas on how to improve your process. Just the download: Download 10 Ideas Website https://www.brandes.com Good investing, Meb Faber theideafarm.com
May 18, 2018

Savings vs Returns

This is a fun exercise…what’s more important, savings or returns? Chart and download: —- —- Downloads Savings or Returns? Website http://www.aaii.com/journal/article/the-impact-of-saving-versus-return-on-wealth Good investing, Meb Faber theideafarm.com
April 24, 2018

Happiness & the Gorilla

Some personal finance in here, lots of life thoughts too… Pic and download: —- —- Downloads Happiness and the Gorilla Website https://www.l2inc.com/daily-insights/no-mercy-no-malice/happiness-the-gorilla Good investing, Meb Faber theideafarm.com
February 8, 2018

What Other Industries Can Teach Us About Investing

Morgan gave a recent speech at the MicroCap Summit, and they were nice enough to share the video online. Morgan is a partner at The Collaborative Fund and generously shares some great tidbits on Twitter too, worth a follow… I’ll […]
December 27, 2017

Regret Minimization

Ben says Three Body Problem was his favorite sci-fi book of the past 20 years…this is a fun piece on what the future of investing may, or may not, look like. No charts just straight to the link: Download Three Body Problem […]
May 22, 2017


GMO on home bias, and valuations… Charts and download: —- —- Link to Download Home Bias Website https://www.gmo.com/
September 22, 2016

Two Great Interviews

Read both of these, they’re great….Bernstein (Bill) and Tetlock. Quote then download: —- CR: Is it also why you emphasize saving, which is to avoid the worst-case scenario of running out of money? WB: Exactly. The other way of looking at Pascal’s […]
August 5, 2016

Ten Attributes of Great Investors

Two nice pieces from CSFB and Mauboussin.  And one bonus mind bender from Edge.  Seriously, take it for a spin. No charts just downloads.  Enjoy the weekend!  And if you haven’t seen it, go check out the new podcast! Download Reflections […]
July 27, 2016

Go Broncos

Everyone has a bias, and home country bias is a big one…nice update from Vanguard. Chart then download: —- —- Download global case for strategic asset allocation and an examination of home bias Website https://investor.vanguard.com/ Get a Free Subscription! If you send […]
July 16, 2015

Fun Speech

Here is a transcript with charts from a speech Romick gave tp CFA Society of Chicago in June.  Lots of fun quotes and charts, including an interesting arbitrage trade near the end. Quotes then download: —- “Back then, plenty of […]