April 6, 2016

Guide to Markets

Some great charts as always (also lots I don’t agree with). Two charts then download: —- —- Download PDF Guide to the Markets Website https://am.jpmorgan.com/us/en/asset-management/gim/adv/insights/guide-to-the-markets Get a Free Subscription! If you send me an email with a link or attachment […]
March 1, 2016

Maketa on Markets

Maketa does a wonderful job of updating global returns with simple and intuitive charts.  They send these out quarterly and this is the year end version.  Wish I had some of these 10 years ago… Chart then download: —- —- […]
February 17, 2016

Same Simple Secret

Much like our article on Buffett’s underperformance a few weeks ago, all great active managers go through periods of underperformance.  Below is the 2016 outlook for Gotham Funds, run by Joel Greenblatt and Robert Goldstein. A wonderful paragraph and full letter attached: […]
February 11, 2016

#1 Read of the Year

The yearly update to my favorite investing book, Triumph of the Optimists, is out! Credit Suisse’s Global Investment Returns Yearbook 2016 is here!  Do yourself a favor and go and read all the archives too… Chart then download… —- —- Download […]
December 15, 2015

Outlook 2016

I know y’all probably don’t want a lot of material on year end outlooks, but here is a good one.  Although a little long at 150 pages… Graph then link: —- —- DOWNLOAD DB Outlook LINK www.db.com Get a Free […]
December 14, 2015

The Green Line

Nice overview from Vanguard on the outlook for 2016.  Though it is always worth questioning what you read and what you see when people want to convey a message.  If I saw the below chart, I would say the green […]
September 13, 2015

A Curveball

The request for readers to send in their favorite reads is working out great, both of the last two issues were reader submissions.  As a reminder, I’ll rebate you a $100 credit if we use the piece so keep ’em […]
September 10, 2015

A New Source

I actually had no idea KKR put out some good research until a Farm reader emailed it over.  Good stuff with lots and lots of charts. One chart then the link: —- —- Download Begin Leaning In Website http://www.kkr.com/ Get […]
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 […]
February 10, 2015

#1 Read of the Year

This is always my #1 read of the year, CSFB Global Investment Returns Yearbook!  This is the annual update to my favorite investment book, Triumph of the Optimists. If you haven’t read every yearly update, do it – it’s like an […]
December 22, 2014

Checking in with Maketa

Meketa puts out a few good pieces every quarter, and while this one is a few months old it is worth bookmarking the website. A few charts then the downloads: —- —- Download PDF Capital Markets Outlook Website http://www.meketagroup.com
October 10, 2014

Road to 2030

I read everything CSFB puts out here, and so should you. Chart then download: —- —- Download PDF The Road to 2030 Website https://www.credit-suisse.com/us/en/news-and-expertise/research/credit-suisse-research-institute/publications.html
October 2, 2014

Ivy Portfolios

This is the last report of the Mendillo era at Harvard.  I have to think the institutional stampede into, and now out of, commodities could signal a good long term buying opportunity at some point.  But if you know me, […]
September 16, 2014

DB on Valuations, Real Rates, and the Bond Bubble

I was going to write that this was a “must read”, but by definition the whole point of The Idea Farm is to send only ‘must reads”, so maybe this is extra musty.  Read all 100+ pages, it is worth […]
September 14, 2014

US & Europe

We featured some publications from Pantheon Macro a year or so ago, here are four more. First, a US and Euro Economic Monitor, followed by a Chartbook for each. Chart then downloads: —- —- Download PDFs US Chartbook, Monitor Euro Chartbook, Montior  Website http://www.pantheonmacro.com/