January 2, 2019
Quarterly CAPE Ratio Updates! Lots of carnage in 2018…how did that affect valuations? Let’s go right to the stats! Median CAPE Ratio: 16 (19 a year ago) 25% most expensive: 25 (27 a year ago, U.S. in this bucket) […]
November 23, 2018
I like Pim’s concept of rotating into more conservative equities when the market is $$$$. Chart then download… —- —- Download PDF Risky CAPE Website https://www.robeco.com Good investing, Meb Faber theideafarm.com
November 21, 2018
A Decade after the Global Financial Crisis: Are We Safer? Gotta pass along an IMF piece with CAPE ratios! Chart then download… —- —- Download PDF Global Financial Stability Report Website https://www.imf.org/en/Publications/GFSR/Issues/2018/09/25/Global-Financial-Stability-Report-October-2018 Good investing, Meb Faber theideafarm.com
October 3, 2018
Quarterly CAPE Ratio Updates! Not a lot of changes this Q. Let’s go right to the stats! Median CAPE Ratio: 18 25% most expensive: 27 (U.S. in this bucket) 25% cheapest 12 Average of Foreign Developed 22 Average of […]
August 30, 2018
Great paper showing the relationships between valuations (CAPE) and inflation and real interest rates… Chart then download: —- —- Download PDF King of the Mountain Website https://www.researchaffiliates.com/ Good investing, Meb Faber theideafarm.com
July 8, 2018
Quarterly CAPE Ratio Updates! Let’s go right to the stats! Median CAPE Ratio: 18 25% most expensive: 27 (U.S. in this bucket) 25% cheapest 13 Average of Foreign Developed 22 Average of Foreign Emerging 16 We’ve mentioned this note […]
June 25, 2018
Robeco always puts out some great charts…below are two included in their regular updates…. Charts then download: —- —- Download Market Outlook Website https://www.robeco.com Good investing, Meb Faber theideafarm.com
May 18, 2018
Some great charts in here that make you pause and recon Chart and download: —- —- Downloads Comfort is Not Your Friend Website https://www.hussmanfunds.com/comment/mc180508/ Good investing, Meb Faber theideafarm.com
April 3, 2018
Quarterly CAPE Ratio Updates! After another monster year of performance in 2017, many countries are still quite cheap. But some countries are expensive too…let’s go right to the stats! Median CAPE Ratio: 19 25% most expensive: 27 (U.S. in […]
March 26, 2018
Excellent webinar on global valuations by Arnott, DON’T MISS! Screenshot then link: —- —- Webinar CAPE Fear Website https://www.researchaffiliates.com/en_us/publications/video/663-webinar-replay-cape-fear-why-cape-naysayers-are-wrong.html?evar36=eml_CAPE_replay_0318_Section_1_CAPE_replay_CTA&_cldee=bWZAY2FtYnJpYWludmVzdG1lbnRzLmNvbQ%3d%3d&recipientid=contact-36f7871cc8cbe2119aa7005056bc3cff-e2f63db266fb44809d5c8eee71d229ed&esid=92b40461-e82e-e811-80d5-005056bc1247 Good investing, Meb Faber theideafarm.com
February 14, 2018
A valuation CAPE ratio related piece below but first some housekeeping….If you’re a fan of The Idea Farm, we’re requesting your help. We’re looking for testimonials from subscribers who believe the Farm is as valuable as we do. With your […]
January 5, 2018
Sorry for all the CAPE ratio focus lately but this is a great piece on valuation from Research Affiliates. Chart and then download: —- —- Download CAPE Fear Link https://www.researchaffiliates.com Good investing, Meb Faber theideafarm.com
January 4, 2018
Really cool new resource from Barclays that lets you visualize, and download(!) CAPE ratios for a handful of countries and regions. If I were you I’d download soon as these online modules have a way of disappearing…. Chart and link: […]
January 4, 2018
Quick housekeeping… First, we hope you guys love the new redesign! If you ever need any help you can ping help@theideafarm.com. Second, the archives have been totally rebuilt – there are so many gems in the library now it should be […]
January 2, 2018
Happy New Year! I honestly can’t recall if I sent this piece or not, so if I did, well read it again! It’s that good. A quick chart and then the download… —- —- Download What Happened to Inflation? And […]