April 17, 2015
Carry and trend piece from PIMCO. Chart then download: —- —- Download PDF Carry and Trend Website www.pimco.com/
November 21, 2014
Short piece from Ineichen. Quick read with a couple good charts on stocks vs. bonds. While stocks are more risky by vol, bonds can slowly bleed to death in inflationary times… Chart then link: —- —- PDF MYTH: Time reduces risk […]
October 21, 2014
I sat on a panel with Vineer at a conference and found him to be quite intelligent in our wide ranging discussion. Below is a fun new paper from PIMCO on trendfollowing(!) in various interest rate environments. Below is a […]
May 31, 2014
I think the P2P space is fascinating. Other than a $50 play account I have on Lending Club I don’t have any involvement. Here is a brochure-y piece that has a few nice charts embedded. Chart then downloads: —- —- […]
May 4, 2014
Interestingly enough, a lot of the countries with steep yield curves are also some of the countries with the cheapest valuations. A nice combo. Charts then downloads: —- —- Download PDFs A Classic Barometer Websites http://www.rba-llc.com/
December 15, 2013
Dimensional Funds is known for their work in multifactor stock strategies. Below is a simple piece examining long term returns and inflation. Table then download: —- —- Download PDF here: US Inflation and Returns Website: www.dimensional.com
September 21, 2013
Many of you saw my blog post on bond drawdowns back in July. If you didn’t, the summary is that bonds historically haven’t gone down much more than they have already. In the attached note, Scott Minerd looks at previous cycles […]
August 22, 2013
I thought I traveled a lot, but after sitting down with Mark Yusko last week in Raleigh and hearing about his whirlwind schedule, I feel like a homebody in comparison. Below is the Morgan Creek Q2 2013 Market Review and […]
August 22, 2013
Corrected Link (But last year’s review is worth a look too!) Q2 2013 Market Review and Outlook Website Homepage
July 27, 2013
James Montier is one of my must reads, and he had a phrase in this piece that stood out – “the foie gras bubble”. He was referring to investors being “force fed higher risk assets at low prices.” Unfortunately I […]
June 10, 2013
Charles Sizemore is another one of the participants in the InvestorPlace contest I joined for 2013. (And depending on what is happening on any given day, my pick will be in first or last place due to the extreme volatility.) […]
May 21, 2013
Japan seems to be on everyone’s minds these days. If you’ve ever seen Mark Yusko speak you know he is very dynamic, and often squeezes in a ton of slides into a very short time period. Below is a 33 […]
May 5, 2013
What a great lead in: “The Keys to Discovering Five New Asset Classes”. 120 pages so straight to it… —- “In this report, we look at five markets through which investors can lend directly to the economy, each corresponding to a […]
April 17, 2013
Janiczek had a nice piece out last week that had a telling table. It shows how much the S&P has improved on a number of fundamental metrics, but hasn’t budged much since 1999 on a price basis. Just goes to […]
April 2, 2013
One of the biggest benefits of subscribing to The Idea Farm is getting access to some institutional research that is impossible to access elsewhere. Andrew Garthwaite is one of my must reads, and below is his 65 page Global Equity […]