Growth – The Idea Farm by Meb Faber

November 6, 2018

Additional Insights into the Value Factor’s Inner Workings

The next chapter in the Jesse Livermore / OSAM collaboration… Chart then download… —- —- Download PDF Additional Insights into the Value Factor’s Inner Workings Website https://osam.com/Commentary/insights-into-the-value-factors-inner-workings Good investing, Meb Faber theideafarm.com

July 16, 2018

Mirae

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

June 19, 2018

How Long?

How long until you know if that smart beta ETF you bought is delivering alpha? Oh, I dunno, 67 years or so? Chart and download: —- —- Download Factor Fimbulwinter Website https://blog.thinknewfound.com/2018/06/factor-fimbulwinter/ Good investing, Meb Faber theideafarm.com

June 11, 2018

Factors from Scratch

I’m sure most of you have already seen this, but worth reading or downloading….a collab between anon Jesse Livermore and the OSAM crew… Chart and link: —- —- Downloads Factors from Scratch Website http://osam.com/Commentary/factors-from-scratch Good investing, Meb Faber theideafarm.com

May 28, 2018

Will it Blend?

Age old question: Do you rank factors individually then combine the portfolios, or average the rankings? Which works best? Chart and download: —- —- Downloads Food for Thought: Integrating vs. Mixing Website https://www.researchaffiliates.com/ Good investing, Meb Faber theideafarm.com

October 11, 2017

Is the Dividend Trade Cracking?

Y’all know how I feel about high dividend yielders but a nice blog from AB… Chart then download: —- —- Links Is the Dividend Trade Cracking? Website https://blog.alliancebernstein.com/

April 7, 2017

Beauty Charts

Some really cool charts from Norbert at Star on CAPE ratio and lots of other interesting visualizations… —- —- Link to Download Slideshow Cool CAPE charts Germany Fundamentals Value and Growth Website http://www.starcapital.de/

March 27, 2017

Smoking Crack

Let’s just go straight to the quote and then download shall we? —- “If bond markets are smoking weed, then the stock market appears to be hooked on crack.” —- Link to Download Six Impossible Things Before Breakfast Website https://www.gmo.com

May 5, 2015

Small vs Large, Growth vs Value?

Meketa puts out nice quarterly commentaries. Below is their Capital Markets Outlook, and I think you will notice most of the big shops seem to broadly agree on the current opportunity set. A few charts then download: —- —- DOWNLOAD […]