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 28, 2018


Robeco on 2019…TURBULENCE AHEAD Chart then download… —- —- Download PDF TURBULENCE AHEAD Website https://www.robeco.com/en/ 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 8, 2018

The U.S. Economic Cycle Why There’s More to Go

Nice piece from Ned Davis…that says the time is not now for the expansion to end… —- —- Download PDF More to Go Website https://www.ndr.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 12, 2018


We had Pim on the podcast today and he was great!  Here’s also a recent update from his parent company Rebeco… Chart then download: —- —- Download PDF Multi-asset market outlook Website http://www.robeco.com Good investing, Meb Faber theideafarm.com
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
August 17, 2018

Death of the Public Company

Fun paper debunking the widely circulated idea of the “death of the public company”. Chart then download: —- —- Download PDF “Rumours of the Death of the American Public Company are Greatly Exaggerated” Website https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3225889 Good investing, Meb Faber theideafarm.com
July 28, 2018

Guide Markets

I like the JP Morgan Guide to the Markets as much as anyone, but the very first chart qualifies for a chart crime in my opinion….S&P price based index with no dividends…but lots of good in there too… Charts then download… […]
June 10, 2018

Global Mkt to GDP

A couple great charts in here I’m not sure I’ve seen before… Charts and link: —- —- Downloads Global Stock Market to GDP Website https://www.globalfinancialdata.com/GFD/Blog/global-stock-markets-struggle-for-survival 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 23, 2018

TopDown Chartbook

Callum Thomas puts together a great chartbook, and he graciously agreed to share an issue….enjoy! Chart and download: —- —- Downloads April 2018 Website https://www.topdowncharts.com/ Good investing, Meb Faber theideafarm.com
March 20, 2018


Not being able to rate and sort great podcasts is still driving me crazy, and until we can solve it I’m still plowing through with brute force.  If anyone has a great solution let me know… Here’s a great one […]
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 […]