March 22, 2013

Small Cap Hedge Fund Picks

A quick housekeeping note before today’s issue.  I don’t pretend to consume information the same way my readers do (I still don’t have a Kindle or iPad, though probably should).  I was chatting with a reader over breakfast and this […]
February 27, 2013

ETF Insider

ETF Database is a great website for all things ETF.  You can screen for ETFs by type, country, exposure, issuer, you name it.  Below are two free tools that are pretty cool: ETF Country Exposure Tool Mutual Fund To ETF […]
February 13, 2013

Hoisting a Red Flag

I remember reading Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports, Third Edition back in college for a class on Security Analysis.   The world of forensic accounting fascinated me – and one project was to see how […]
February 10, 2013

The Fiscal Cliff and Your Portfolio

There are a few shops that I consider to be absolute must reads for everything they publish. Research Affiliates, GMO, and Leuthold are a few such shops we have featured on The Idea Farm, and this month’s research note by […]
February 4, 2013

House View

Headquartered in Edinburgh, Standard Life manages over $100billion and has been around since 1825 (at least the parent company).  I’ve never been to Scotland, but supposedly that’s where my name derives from – Mebane is Southern (US), derived from Scottish (McBain […]
January 12, 2013

Fewer Storms, More Sunny Breaks

Before we get into this week’s issue, I wanted to direct readers to a post I did on my blog on profit margins.  It has links to pieces by Whitebox’s Redleaf , GMO’s Montier, Siegel, and Hussman.  A fun read with […]
January 4, 2013

Contrarian Dreaming

I know a lot of people don’t like the the year end market outlook pieces everyone puts out, but count me in the minority (I love them). At the very least it gives you consensus perspectives on what market participants […]
December 31, 2012

RA 2013

As we wind down 2012 (from a Southwest flight from DEN to LAX), I thought it would be worthwhile to take a look at the first few months of The Idea Farm, and a look forward. In the first four […]
December 28, 2012

TV is Next

Long time readers know that we find great value in a number of the resources for investors to find new ideas.  Here is a link on our website that lists various conferences throughout the year (I’m speaking at the online Best Ideas […]
December 24, 2012

Holiday Issue

Below is a publication from Citi’s global equity strategy team.  QE, financial repression, and a global snapshot of valuations…oh, and corporate payout mixes too! Here are a few charts and quotes from the piece: —-  Ultra-low Interest Rates — Policy-makers have […]
December 13, 2012

Simple Arithmetic

Andrew Redleaf founded Whitebox Advisors in the late 1990s after a career at Deephaven and trading options at the CBOE.  In addition to managing private and public funds, the team at Whitebox maintains a great website called Whitebox Selected Research […]
December 2, 2012

The New Ab(Normal)

Do you read a newsletter or have come across something incredibly interesting or useful lately?  Please shoot me an email at to let us know! This week has a great read from Saumil Parikh over at PIMCO who examines […]
November 29, 2012

Attractive Stocks Under $10

The Bespoke Investment Group is one of my favorite blogs.  If you are like me, and love to see data in chat and tabular form then their site is a treasure trove of information.  They have both a free and premiuim […]
November 26, 2012

Forecasting Stock Returns

Before we get to this week’s piece some quick housekeeping.  Many readers are not aware that we archive all of the old emails and newsletters on The Idea Farm website. and for those on Facebook you can follow/like us here: […]
November 8, 2012

Some Simple Tricks to Boost Momentum Performance

In this piece Societe Generale looks at ways to improve upon price momentum screens for selecting stocks and avoid the massive drawdowns of 2009. From the piece: —- “Macro news has been dominating stock prices and is likely to continue […]