November 26, 2018
At what point do emerging markets, which are nearly 2/3rds of world GDP….no longer be emerging? Chart then download… —- —- Download PDF Thinking strategically about Emerging Markets Website https://www.ubs.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
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
October 4, 2018
No download this time just a cool chart from Baird… —- —- Website http://www.rwbaird.com/ Good investing, Meb Faber theideafarm.com
September 19, 2018
Market historians may like this piece…top 100 companies over the years via PWC… Chart then download: —- —- Download PDF Global Top 100 companies by market cap Website www.pwc.com Good investing, Meb Faber theideafarm.com
September 2, 2018
Simple, but really nice overview from Vanguard on EM bonds. Chart then download: —- —- Download PDF EM Bonds Website https://investor.vanguard.com/investing/investment-research Good investing, Meb Faber theideafarm.com
August 27, 2018
Long term trends, hard to not be bullish on Chinese healthcare sector… Chart then download: —- —- Download PDF Chinese Biotech Website https://www.ubs.com Good investing, Meb Faber theideafarm.com
July 16, 2018
I can’t recall if I emailed this KKR piece or not, so here’s a double issue. Macro chartbooks from Mirae and KKR both… Charts then downloads… —- —– PDF Downloads Mirae KKR Good investing, Meb Faber theideafarm.com
July 13, 2018
This paper won the AQR Insight award. We talk a lot about home country bias a lot in equities, and guess what, just as bad in bonds… No chart just download (there’s also a video)… Download International Currencies and Capital […]
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 15, 2018
Lots in here from Invesco, including come good charts below… Charts and link: —- —- Downloads Invesco Macro Website https://www.invesco.com/portal/site/us/financial-professional/etfs/resources/library/ Good investing, Meb Faber theideafarm.com
June 10, 2018
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 10, 2018
Vanguard thinks you should hedge your global bonds…. Chart and download: —- —- Downloads Going global with bonds: The benefits of a more global fixed income allocation Website https://personal.vanguard.com 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