February 4, 2013
Headquartered in Edinburgh, Standard Life manages over $100billion and has been around since 1825 (at least the parent company). I’ve never been to Scotland, but supposedly that’s where my name derives from – Mebane is Southern (US), derived from Scottish (McBain […]
January 12, 2013
Before we get into this week’s issue, I wanted to direct readers to a post I did on my blog on profit margins. It has links to pieces by Whitebox’s Redleaf , GMO’s Montier, Siegel, and Hussman. A fun read with […]
January 4, 2013
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 24, 2012
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
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 […]
October 11, 2012
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 […]
September 30, 2012
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 16, 2012
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 2, 2012
Below is our third issue of The Idea Farm Weekly! In this issue we highlight a report from Grant’s Interest Rate Observer, a NYC investment research firm that has been publishing quality newsletters since 1983. Download the issue here: Bubble in […]