January 9, 2019
KKR with a lot, lot of charts in their outlook… Pic then download: —- —- Link Outlook 2019 Good investing, Meb Faber theideafarm.com
January 3, 2019
It seems like every investment outlook says basically the same thing, but I liked skimming this one anyways… Pic then download: —- —- Link Outlook 2019 Good investing, Meb Faber theideafarm.com
December 19, 2018
Montier of GMO being none too rosy on equity outlook… Pic then download —- —- Link The Late Cycle Lament: The Dual Economy, Minsky Moments, and Other Concerns Good investing, Meb Faber theideafarm.com
December 17, 2018
Everyone and their mother puts out a year end outlook…instead of sending you all of them here’s a link to a list of the lot… Link https://www.savvyinvestor.net/blog/global-markets-outlook-2019 https://www.savvyinvestor.net/blog/global-markets-outlook-2019-II Good investing, Meb Faber theideafarm.com
December 17, 2018
Like your grumpy uncle coming over and telling you to turn down the music, here’s Vanguard on return expectations going forward… Pic then download —- —- Link 2019 Outlook Good investing, Meb Faber theideafarm.com
November 14, 2018
Monster doc that probably has interesting charts for everyone…below on growth of private companies… Chart then download… —- —- Download PDF LONG-TERM CAPITAL MARKET ASSUMPTIONS Website https://am.jpmorgan.com/pt/institutional/our-thinking/2018-long-term-capital-market-assumptions Good investing, Meb Faber theideafarm.com
October 30, 2018
Wowza somebody bullish on metals and miners! Chart then download… —- —- Download PDF CML Website https://www.pinebridge.com/ Good investing, Meb Faber theideafarm.com
September 12, 2018
We had Pim on the podcast today and he was great! Here’s also a recent update from his parent company Rebeco… Chart then download: —- —- Download PDF Multi-asset market outlook Website http://www.robeco.com Good investing, Meb Faber theideafarm.com
July 28, 2018
I like the JP Morgan Guide to the Markets as much as anyone, but the very first chart qualifies for a chart crime in my opinion….S&P price based index with no dividends…but lots of good in there too… Charts then download… […]
February 23, 2018
Spend less, save more…blech… Nice overview from Vanguard on their outlook…. Pic then download: —- Download Vanguard Outlook Link https://t.co/X46Wduf4jn https://institutional.vanguard.com Good investing, Meb Faber theideafarm.com
January 16, 2018
Goldman’s investment outlook for 2018 with some nice charts… Charts and then download: —- —- Download 2018 Outlook Link http://www.goldmansachs.com/ Good investing, Meb Faber theideafarm.com
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 […]
September 29, 2017
There is a lot in here….CAPE ratios, expected returns, etc….I liked the section on the Global Market Portfolio (GMP). Chart and download: —- —- Links Expected Returns Website https://www.robeco.com/en/
September 27, 2017
We haven’t featured Ineichen in awhile, but here’s a good piece from this summer. Chart then download: —- —- Links Peaks Website ai@ineichen-rm.com www.ineichen-rm.com
July 20, 2017
Fun little chartbook from Goldman… Chart then download… —- —- Link to Download Market Know-How Website http://www.goldmansachs.com/