February 7, 2019
Stock returns back to 1791. (and 1692 in the UK!) Great reads for the market historians out there… Chart then download:—- —- Link and Website Good investing,Meb Fabertheideafarm.com
January 30, 2019
Nice review of 2018 from the ReSolve crew: Chart then download:—- —- Link 2018 Year End Review Website Good investing,Meb Fabertheideafarm.com
November 12, 2018
Anytime you include a chart that goes back to JC’s time, worth viewing! Chart then download… —- —- Download PDF ghosts of disruption past, present and future Website https://www.invesco.com/corporate Good investing, Meb Faber theideafarm.com
October 2, 2018
I could read Ineichen just for the quotes… Straight to the download: —- Download PDF Freedom, rough patches and the five Bs Website http://www.ineichen-rm.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
July 11, 2018
Lots of basic improvements one can implement for market cap weights, including just being a little bit lazy…. Chart and download… —- —- Download Buy High Website https://www.cbinsights.com/research/team-blog/run-sell-company/ Good investing, Meb Faber theideafarm.com
May 18, 2018
This is a fun exercise…what’s more important, savings or returns? Chart and download: —- —- Downloads Savings or Returns? Website http://www.aaii.com/journal/article/the-impact-of-saving-versus-return-on-wealth Good investing, Meb Faber theideafarm.com
April 24, 2018
Some personal finance in here, lots of life thoughts too… Pic and download: —- —- Downloads Happiness and the Gorilla Website https://www.l2inc.com/daily-insights/no-mercy-no-malice/happiness-the-gorilla Good investing, Meb Faber theideafarm.com
February 22, 2018
The CSFB GIRY is always my favorite read of the year (you should read all the archive years if you have not yet). They started only publishing a Summary and Slide Deck beginning in 2017, so if you see the […]
February 8, 2018
Morgan gave a recent speech at the MicroCap Summit, and they were nice enough to share the video online. Morgan is a partner at The Collaborative Fund and generously shares some great tidbits on Twitter too, worth a follow… I’ll […]
January 7, 2018
I didn’t send out any year end outlooks, but you can find a curated list here. If I find any gems will certainly pass along. Here is a nice summary piece from Morgan Stanley… Chart and then download: —- —- Download […]
October 17, 2017
Fun look back at Black Monday 30 years ago from the traders that lived it… Link Black Monday at 30 Website https://www.bloomberg.com/ Get a Free Subscription! If you send me an email with a link or attachment to a piece […]
September 24, 2017
Both of these stories are excellent. Amazing how some small events can shape careers and also the course of history. Enjoy! Links Why Selling a Big Position of Puts the Day Before the Crash of ‘87 was a great trade […]
August 18, 2017
This is a good, if long white paper. I’ve also included a summary article from the FT. (Note: Housing is appreciation and rental income) …chart then download: —- —- Link The Rate of Return on Everything, 1870–2015? FT: Housing for […]
July 20, 2017
Fun little chartbook from Goldman… Chart then download… —- —- Link to Download Market Know-How Website http://www.goldmansachs.com/