November 5, 2018

Global Wealth

Fun to flip through CS’s Global Wealth Report 2018 Chart then download… —- —- Download PDF Global Wealth Report 2018 Website Good investing, Meb Faber
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 Good investing, Meb Faber
August 15, 2018

Advisors, They’re Just Like US!

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 Good investing, Meb Faber
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

M* Observer

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 Good investing, Meb Faber
May 17, 2018

2018 Target-Date Fund Landscape

Good overview of the Target Date Fund Landscape… Chart and download: —- —- Downloads Morningstar Target Date Fund Overview Website Good investing, Meb Faber
May 8, 2018

Tiger Quants

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 Good investing, Meb Faber
April 16, 2018

Yale 2017

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
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 Good […]
March 25, 2018

Declare the Pennies on Your Eyes

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 Good investing, Meb Faber
March 6, 2018

Negative Fees

Here’s an area most people know very little about…securities lending in ETFs. Pic then download: —- —- Download ETF Lending Summary Link Good investing, Meb Faber
August 30, 2017

Multi-Factor REITs

A nice simple paper from OSAM on multi-factor REIT investing. …chart then download: —- —- Link A Factor Alpha Approach to REITs Website
June 4, 2017

500 pages and $2.9 Trillion

500 pages from MS on ETFs. Chart and download: —- —- Link to Download ETF Report Website
April 19, 2017

A Streak of Tigers

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 […]