Liquidity – The Idea Farm by Meb Faber

September 14, 2018

Ragnarok

Lots of you sent me Cliff’s latest on liquid alts and their recent (lack of) performance. Always worth reading… Charts then download: —- —- Download PDF Liquid Alts Ragnarok Website http://www.aqr.com Good investing, Meb Faber theideafarm.com

August 28, 2017

$700

As a reminder, if you send me a link/PDF to a research piece that I then use, I will credit your account $100. We have readers that have made over $700 this way…so just send an email with RESEARCH in the subject […]

August 27, 2016

Debate

Cliff and Rob debate their factor timing papers at the Morningstar conference. Full transcript below. Plus, you can subscribe to the M* magazine for free – and you should, it’s very good. No quotes just link. Link to article: Meeting of the […]

September 29, 2015

My Nightmare

I know a lot of institutions are big fans of illiquid assets, but honestly they are my nightmare. One quote then the link: —- “We have evaluated the common view that investors should be able to harvest a liquidity premium […]