November 5, 2018
Fun to flip through CS’s Global Wealth Report 2018 Chart then download… —- —- Download PDF Global Wealth Report 2018 Website https://www.credit-suisse.com/us/en.html Good investing, Meb Faber theideafarm.com
September 4, 2018
A really deep overview on the robospace…. Charts then download: —- —- Download PDF Installing a Program for Profitability: Digital Advice Raises Profits for Investment Services Industry Website https://www.morningstar.com/ Good investing, Meb Faber theideafarm.com
August 15, 2018
Advisors can often make the same bone-headed decisions for themselves that they do for clients. Nice PPT from a presentation this spring… Quote then download: —- “Advisers encourage chasing returns, push for actively managed funds, and even actively push them […]
July 23, 2018
Great annual overview of the fund space… Charts then download… —- —– PDF Download ICI Factbook http://www.icifactbook.org/ Good investing, Meb Faber theideafarm.com
July 7, 2018
One of the biggest potential tax breaks was passed last year but very few are aware of are these “Opportunity Funds”. Below are a few links to get you up to speed…if you have any other great resources let me […]
May 21, 2018
Nice chart book from Morningstar…I’m including two other pieces, all three worth reading. Chart and downloads: —- —- Downloads Morningstar Market Observer How Long Can a Good Fund Underperform Its Benchmark? Fund Fees Website https://www.morningstar.com/ Good investing, Meb Faber theideafarm.com
May 17, 2018
Good overview of the Target Date Fund Landscape… Chart and download: —- —- Downloads Morningstar Target Date Fund Overview Website https://corporate1.morningstar.com/ResearchLibrary/article/863877/2018-target-date-fund-landscape/ Good investing, Meb Faber theideafarm.com
May 8, 2018
Lots of goodness in this article from Novus, an old regular here on the Farm we haven’t featured in awhile… Chart and download: —- —- Downloads Are Tiger Cubs Evolving Into Tiger Quants? Website https://www.novus.com/blog/ Good investing, Meb Faber theideafarm.com
April 16, 2018
Yale’s update is always required reading…US stocks clocking in at a shopping 3.9%… Chart and download: —- —- Link to Download Yale Endowment Update Website http://investments.yale.edu/
April 14, 2018
Fun profile of arguably the top performing human fund manager of the past 20 years… And the good news, you can follow along with his 13Fs too! Pic then download —- —- Downloads Perceptive Profile 13F Holdings Website https://www.forbes.com/sites/nathanvardi/2018/04/10/a-sixth-sense-for-biotech-has-made-joe-edelman-a-hedge-fund-star/#1f58a55655e9 Good […]
March 25, 2018
Probably one of the most important topics in investing no one pays any attention to. Pic then download: —- —- Downloads Declare the Pennies on Your Eyes Website http://www.morningstar.com/articles/856070/declare-the-pennies-on-your-eyes.html Good investing, Meb Faber theideafarm.com
March 6, 2018
Here’s an area most people know very little about…securities lending in ETFs. Pic then download: —- —- Download ETF Lending Summary Link http://www.etf.com/sections/features-and-news/securities-lending-good-etf-investors?nopaging=1 Good investing, Meb Faber theideafarm.com
August 30, 2017
A nice simple paper from OSAM on multi-factor REIT investing. …chart then download: —- —- Link A Factor Alpha Approach to REITs Website http://www.osam.com/commentary.aspx
June 4, 2017
500 pages from MS on ETFs. Chart and download: —- —- Link to Download ETF Report Website https://www.morganstanley.com
April 19, 2017
Did you know a group of tigers is called a ‘streak’ or an ‘ambush’? Me neither. Novus does lots of great work on hedge funds, and here are a few pieces on the Tiger Cubs. Chart and download: —- —- Link […]