February 12, 2019

Just Markets

Always fun listening to Gundlach…lots and lots of charts! Chart then download:—- —- Link Just Markets Website Good investing,Meb Fabertheideafarm.com
November 19, 2018

4TH QUARTER 2018 Investment Landscape

Value pain train from Verus… Chart then download… —- —- Download PDF 2018 4 Q Letter Website https://www.verusinvestments.com Good investing, Meb Faber theideafarm.com
October 11, 2018

Muni Indexing Issues

Lots of fun stats on munis and how to go about investing in them… Chart then download… —- —- Download PDF A SMARTER SOLUTION TO MUNICIPAL INVESTING Website http://www.columbiathreadneedle.com/ Good investing, Meb Faber theideafarm.com
September 17, 2018

Big Debt Crisis

Dalios new 470 page whopper of a book is below.  It’s free to download as a PDF.  Enjoy! Chart then download: —- —- Download PDF Template for Understanding Big Debt Crisis Website http://www.bwater.com https://www.principles.com/big-debt-crises/ Good investing, Meb Faber theideafarm.com
September 2, 2018

Emerging Bonds in a Portfolio

Simple, but really nice overview from Vanguard on EM bonds. Chart then download: —- —- Download PDF EM Bonds Website https://investor.vanguard.com/investing/investment-research Good investing, Meb Faber theideafarm.com
August 24, 2018

Fixed-Income Outlook: Tail Risks Are Getting Fatter

Fixed income outlook from Guggenheim for you bond folks… Chart then download: —- —- Download PDF Fixed-Income Outlook: Tail Risks Are Getting Fatter Website https://www.guggenheimpartners.com/ Good investing, Meb Faber theideafarm.com
June 15, 2018

Lil bit of everything…

Lots in here from Invesco, including come good charts below… Charts and link: —- —- Downloads Invesco Macro Website https://www.invesco.com/portal/site/us/financial-professional/etfs/resources/library/ Good investing, Meb Faber theideafarm.com
May 30, 2018

Corporate Bond Factors

Starting to be more research and info on factors applied to corporate bonds… Chart and download: —- —- Downloads Multi Factor Approach to Corporate Bonds Website https://www.robeco.com/en/ Good investing, Meb Faber theideafarm.com
May 10, 2018

Global Bonds

Vanguard thinks you should hedge your global bonds…. Chart and download: —- —- Downloads Going global with bonds: The benefits of a more global fixed income allocation Website https://personal.vanguard.com Good investing, Meb Faber theideafarm.com
April 18, 2018

GDP Linked Bonds

I’m not that familiar with GDP linked bonds.  Seems like an interesting idea Shiller has been talking about for a long time. Here is an article and free eBook on the topic (no pics straight to download). Downloads GDP Linked […]
March 19, 2018

Is 5% Real?

Vanguard asks if 5% is a reasonable real return target…some nice charts in here: Pic then download: —- —- Download  Is 5% the right return target for institutional investors? Website https://www.vanguard.com/ Good investing, Meb Faber theideafarm.com
February 22, 2018

#1 Read of the Year

The CSFB GIRY is always my favorite read of the year (you should read all the archive years if you have not yet). They started only publishing a Summary and Slide Deck beginning in 2017, so if you see the […]
November 1, 2017

Stock Bond Switch

Nice piece from RA on valuing stocks and bonds and switching.  May have to build this out in Excel and play around with it on my own…also included another piece of theirs on T bonds…reminds me old a David Rosenberg […]
October 1, 2017

Most of You Don’t Own This, At All…

Y’all probably know already how I feel about this, but the world’s largest asset class is foreign bonds…and most own almost none. Also included a link to my old paper on the topic. Charts then download: —- —- Links The […]
September 28, 2017

Bonds for the Short Run

Ooof that doesn’t look good… Chart then download: —- —- Links Stocks for the Long Run Website https://www.guggenheimpartners.com