August 30, 2018

King of the Mountain

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

Global Valuation Updates!

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

PNAV

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

Comfort is Not Your Friend

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

Global Valuation Updates!

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

Go Watch This

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

Testy

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

CAPE Fear

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

Downloadable CAPE ratios

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

Global Valuation Updates!

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

Stalin’s Pension Fund

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 […]
November 14, 2017

FAANG

GMO on sector weights and influences on valuations… Figure and download —- —- Link FAANG SCHMANG Website https://www.gmo.com/ Get a Free Subscription! If you send me an email with a link or attachment to a piece you think readers would […]
October 10, 2017

Global Valuations

Sorry about the delays, our data provider lost one of the countries….so here we go again… Quarterly CAPE Ratio Updates! After a great year of performance in 2016, many cheap countries are continuing to outperform. Right to the stats! Median […]
August 15, 2017

S&P 500: Just Say NO

More from GMO on US stock valuations…another good one! …chart then download: —- —- Link Just Say No Website https://www.gmo.com/
July 7, 2017

A Fair Value CAPE Approach

Food for thought. Chart then download… —- —- Link to Download Fair Value CAPE Approach https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2983860 Website https://investor.vanguard.com/