April 23, 2018
Callum Thomas puts together a great chartbook, and he graciously agreed to share an issue….enjoy! Chart and download: —- —- Downloads April 2018 Website https://www.topdowncharts.com/ Good investing, Meb Faber theideafarm.com
February 28, 2018
Asset class assumptions from the top 10 consultants. I also included a Global Pension Overview that isn’t really actionable but sorta just interesting… Pic then download: —- —- Download Assumptiosns Global Pension Summary Link https://www.evestment.com/ https://www.willistowerswatson.com/ Good investing, Meb Faber theideafarm.com
February 20, 2018
Recent market jitters have you thinking about ways to protect your portfolio? We just put together a brief “frequently-asked-questions” document about our Tail Risk ETF, TAIL. If you’re one of the many readers who’ve been requesting more information about the fund since […]
December 27, 2017
Ben says Three Body Problem was his favorite sci-fi book of the past 20 years…this is a fun piece on what the future of investing may, or may not, look like. No charts just straight to the link: Download Three Body Problem […]
November 22, 2017
A couple great pieces on private equity from the author/hedge fund manager that was writing on how to replicate PE returns with public stocks. Chart and download —- —- Link Making Private Equity Great Again Betting on Unpredictability Website http://verdadcap.com/ […]
November 3, 2017
Two links from Wes and AA crew on replicating academic studies. Fun to read though fair amount of debate on the topic as they note… Chart and download —- —- Link Want to Learn More About Factor Investing? Replicating Anomalies […]
October 24, 2017
We’ve put together two short white papers recently. Given that they’re on tail risk and dividends, something in there to offend everyone! Tail Risk paper Taxes and Income paper Lemme know what you think! You can always find our archives […]
October 14, 2017
These two studies are interesting, though you may need to print them out and read twice… One from Leuthold and one from Alpha Architect… Charts and download: —- —- Link Factoring for Fire Reconciling Individual Stock Returns and Factor Portfolio […]
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
June 22, 2017
The question is, are Siegel and Shiller drinking Red Stripe beers on Slide 2? Chart then downloads… —- —- Link to Download Risk and Relative Values In Diversified Portfolios Website http://www.econ.yale.edu/~shiller/
April 14, 2017
Some thoughts from the GMO crew, none of which will be too surprising…but sobering thoughts to consider… Charts and download: —- —- Link to Download For Whom the Bond Tolls Website https://www.gmo.com/
March 27, 2017
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
February 12, 2017
This is from a new-ish writer and now blogger on the OSAM team. He’s been cranking out some great research. Below on thinking about factors… Chart then download: —- —- Downloads Factors are not Commodities Website http://www.osam.com/
February 9, 2017
I promise I don’t just auto email out work from Research Affiliates…they just have been cranking out some great work lately, and they always have great graphics. Chart then download: —- —- Downloads A Smoother Path to Outperformance with Multi-Factor […]
January 29, 2017
Wes does a really nice summary of a white paper on stock distributions, along with a couple other great links from JPM and Longboard. Seriously, read all four. Table then download —- —- Downloads TREASURY BILLS OUTPERFORM MOST STOCKS — […]