February 12, 2019
Always fun listening to Gundlach…lots and lots of charts! Chart then download:—- —- Link Just Markets Website Good investing,Meb Fabertheideafarm.com
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
February 1, 2019
For all you fundy stockpickers out there… Straight to the download: Link Top Stocks 2019 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
January 29, 2019
I think I sent this before but couldn’t find it, so, worth a re-read! Winton on home bias and random portfolios…. Chart then download:—- —- Link The Global Monkey Website Good investing,Meb Fabertheideafarm.com
January 20, 2019
Well, tell us what you really think…. “Our advice, consistent with our portfolio positions established in Q1 2018 – as usual, we were early – is to own as little U.S. equity as your career risk allows.” Chart then download:—- […]
January 11, 2019
Charlie does a great job with all his charts….here’s his 2018 review…. Pic then download: —- —- Link Year in Review Website https://pensionpartners.com/ Good investing, Meb Faber theideafarm.com
November 19, 2018
Value pain train from Verus… Chart then download… —- —- Download PDF 2018 4 Q Letter Website https://www.verusinvestments.com Good investing, Meb Faber theideafarm.com
October 18, 2018
The valuation godfather on the pot stocks. Can probably guess what he’s going to say. Chart then download… —- —- Link Damo on Pot Stocks Website https://aswathdamodaran.blogspot.com/2018/10/high-and-higher-money-in-marijuana.html Good investing, Meb Faber theideafarm.com
October 4, 2018
No download this time just a cool chart from Baird… —- —- Website http://www.rwbaird.com/ Good investing, Meb Faber theideafarm.com
September 21, 2018
Mauboussin usually gets an auto send….here he is diving into EBITDA… Chart then download: —- —- Download PDF What Does an EV/EBITDA Multiple Mean? Website https://www.bluemountaincapital.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
August 27, 2018
Long term trends, hard to not be bullish on Chinese healthcare sector… Chart then download: —- —- Download PDF Chinese Biotech Website https://www.ubs.com Good investing, Meb Faber theideafarm.com
August 17, 2018
Fun paper debunking the widely circulated idea of the “death of the public company”. Chart then download: —- —- Download PDF “Rumours of the Death of the American Public Company are Greatly Exaggerated” Website https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3225889 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… […]