November 3, 2012

Sell Apple and Long Greek & Spanish Banks?

This issue of The Idea Farm comes to us from the good folks at Morninstar, who publish a magazine called Morningstar Advisor.  In this issue Paul Justice interviews Rob Arnott and Cliff Asness, two titans of the investment world. An […]
November 1, 2012

European Stock Ideas

We hope you are enjoying our emails – if you have any suggestions of letters or research to include please email us and let us know. Also, if you are enjoying the emails please feel free to pass along to […]
October 21, 2012

20% Returns for 100 Years

We hope you are enjoying our emails – if you have any suggestions of letters or research to include please email us and let us know.  Also, if you are enjoying the emails please feel free to pass along to […]
October 16, 2012

Elections, Managed Futures, and Four New Factors

Below is our tenth issue of The Idea Farm Weekly!  If you are enjoying the emails please feel free to pass along to your friends and colleagues. In this issue we include some research from Steve LeCompte at CXO Advisory, […]
September 16, 2012

The Idea Farm #5 – Wriston’s Law

Below is our fifth issue of The Idea Farm Weekly!  If you are enjoying the emails please feel free to pass along to your friends and colleagues. In this issue we highlight a few reports from Ineichen Research and Management AG, a […]