The Idea Farm @TheIdeaFarm Twitter profile

Last Seen Profiles

@DD_Edibles

@em0br1de

@tricksterbear_

@DrApple70001310

@cj7_twt

@liyueluofu

@universal_sci

@R0lla_

@MexicoLindo

@scarecrow_960

@ruleslogi

@yukiwa59

@HERMANN_KRYAT

@ibubohay2

@XxxNautica

@https_triz

@Meena61984923

@KevinLindsay

@ConlethSt

@MJPlazaEc

@SelsdonTownFC

@toyamacitykanko

@Abhishekmahiya_

@Yadimolina04

@KarmaOHara3

@SachinG56595141

@YQoTL9nPTc4Dw3I

@lilit_2503

@heirunrun6

@hamidbabaeee

@Meydale_il

@Ritaaw99

@angell23xoxo

@ELASTofficial

@vidawright

@aylinoneytan

The Idea Farm

@TheIdeaFarm

1 year

Phenomenal visualization from @ckaiwu showing a great company isn't always a great investment "...in periods of euphoria, the market has a tendency not only to price in potential growth but also to greatly over-extrapolate it."

1

50

174

The Idea Farm

@TheIdeaFarm

2 years

🔥 10 quotes from Charlie Munger today with @BeckyQuick @ $DJCO

1

42

170

The Idea Farm

@TheIdeaFarm

5 months

“I think over my career, the market…has gotten less, not more, efficient.” - @CliffordAsness

15

14

143

The Idea Farm

@TheIdeaFarm

2 years

Jim Grant 👉 "To suppose a stock's value is determined purely by a corporation's earnings discounted by the relevant interest rate is to forget that people have burned witches, gone to war on a whim, defended Stalin & believed Orson Welles when he told them Martians had landed."

3

23

121

The Idea Farm

@TheIdeaFarm

9 months

Is blocking trade with Russia and China a big mistake? Listen to @gave_vincent & @hKuppy on The Meb Faber Show podcast. Be sure to check out this episode tomorrow! #mebfaber #mebfabershow #investing #stocks #stockmarket #geopolitics

7

26

110

The Idea Farm

@TheIdeaFarm

19 days

10 Stats from Research by Michael Mauboussin ( @mjmauboussin )

2

18

113

The Idea Farm

@TheIdeaFarm

2 years

“Half of the 15,000 mutual funds in the US are run by portfolio managers who do not invest a single dollar of their own money in their products”

2

21

95

The Idea Farm

@TheIdeaFarm

5 months

🚨 Tomorrow on The @MebFaber Show 🚨 Steve Edmundson makes his podcast debut

5

7

100

The Idea Farm

@TheIdeaFarm

2 years

. @CliffordAsness 👉 “If I ever get an economic law named after me I want it to be ‘There is no investment product so good gross, that there isn’t a fee that could make it bad net'.”

5

10

89

The Idea Farm

@TheIdeaFarm

2 years

🎙️ The top 20 investing podcasts of 2022 🎙️

2

28

87

The Idea Farm

@TheIdeaFarm

2 years

🚨 PREVIEW 🚨 You don't want to miss Friday's episode with @MebFaber & @AlderLaneEggs on @SBF_FTX & @FTX_Official

10

15

87

The Idea Farm

@TheIdeaFarm

1 year

What's your most memorable investment? Listen to @AlderLaneEggs share his 🎯🎯🎯

5

10

78

The Idea Farm

@TheIdeaFarm

2 years

"By the time investors experience the second or third free-fall – and we’ve hardly experienced the first one yet – the psychology of investors is not “this is the bottom” – but rather, “there is no bottom.”

John P. Hussman, Ph.D.

@hussmanjp

2 years

New comment is out! 🐳

14

30

157

0

6

63

The Idea Farm

@TheIdeaFarm

1 year

Do you fall into this group that focuses more on restaurants than their investments? @AlderLaneEggs

8

9

58

The Idea Farm

@TheIdeaFarm

2 years

. @hkuppy explains the global economic effect of the US Federal Reserve raising rates

3

7

58

The Idea Farm

@TheIdeaFarm

4 months

Berkshire Hathaway can decline 99.3% and still have outperformed the S&P 500 since 1965. @ChrisBloomstran shared this stat two years ago. Listen to @MebFaber discuss it here $BRK

0

9

57

The Idea Farm

@TheIdeaFarm

9 months

Could the U.S. now be on the wrong side of the iron wall? Listen to @gave_vincent & @hkuppy on The @MebFaber Show podcast 🍎 Apple: 🍏 Spotify: 📺YouTube:

4

6

52

The Idea Farm

@TheIdeaFarm

5 months

🚨 Tomorrow on The @MebFaber Show Podcast 🚨 @CliffordAsness

4

6

52

The Idea Farm

@TheIdeaFarm

1 year

As many investors are underweight foreign stocks after 30 years of US outperformance, @AQRCapital & @CliffordAsness make the case that international diversification is still worth it based on both theory and long-run evidence. The main driver of the US outperformance versus the

3

8

49

The Idea Farm

@TheIdeaFarm

2 months

Twenty One Lessons From Financial History For The Way We Live Now Russell Napier shares lessons from financial history and how they apply to his outlook for the world today. (05:34) Spend as much time analyzing supply as you spend analyzing demand. (09:37) There is no

0

6

47

The Idea Farm

@TheIdeaFarm

2 years

👀 EM stocks are still cheap!

5

4

46

The Idea Farm

@TheIdeaFarm

9 months

🚨 This week on The @MebFaber Show podcast

Louis-Vincent Gave

@gave_vincent

1 year

After polishing off three bottles of wine with @hkuppy last night, I thought we had solved all of the world’s problems. Woke up this morning and it seems that the problems are still there. Oh well. At least wine was good so no hang-over. Hope to see kuppy and his most charming

13

5

301

5

1

40

The Idea Farm

@TheIdeaFarm

1 year

Marty Zweig's Investing Rules

3

9

39

The Idea Farm

@TheIdeaFarm

1 month

Ian Cassel ( @iancassel ) of @MicroCapClub shares common characteristics of 10 bagger stocks.

2

5

38

The Idea Farm

@TheIdeaFarm

1 year

This week on The @MebFaber Show @MohnishPabrai discusses cloning, compounding & more Subscribe so you don't miss it

3

4

38

The Idea Farm

@TheIdeaFarm

1 year

Great look at some of the 10 baggers in the last 10 years [ @bespokeinvest ]

2

8

36

The Idea Farm

@TheIdeaFarm

8 months

🎙️ Top 20 Investing Podcasts of 2023 🎙️

1

11

37

The Idea Farm

@TheIdeaFarm

9 months

2024 Outlooks 📈📉📊 Here are the outlooks we've found so far. Reply/DM us any we're missing! @SamRo has a great post summarizing different price targets BlackRock: 2024 Global Outlook PIMCO: Prime Time for Bonds

BlackRock Corporate Website | BlackRock

www.blackrock.com

1

8

36

The Idea Farm

@TheIdeaFarm

5 months

Cliff Asness' Top 10 Pet Peeves 1. The idea that “volatility” is for misguided geeks. 2. Bubbles, bubbles, everywhere, but not all pop or sink. 3. Using three- to five-year evaluation periods. 4. The idea that we will — or should — find one culprit for the financial crisis.

4

6

36

The Idea Farm

@TheIdeaFarm

5 months

🎙️ Top Investing Podcasts of the Week 🎙️ @JackFarley96 w/ @LizAnnSonders on markets & the economy @philbak1 w/ @profplum99 on broken markets @BillBrewsterTBB w/ @alphaarchitect on $BOXX, ETFs & more

6

8

32

The Idea Farm

@TheIdeaFarm

6 months

Whitney Baker ( @TotemMacro ) shares the issue the Fed is facing.

1

7

34

The Idea Farm

@TheIdeaFarm

1 year

May 2023 Asset Class Performance 💥 $QQQ outperformed $DVY by ~15% 💥8 of 11 sectors were red in May 💥Other than Brazil, India, and Japan, ex-US returns were mostly negative 💥 $USO & $UNG declined by over 10% [ @bespokeinvest ]

0

9

34

The Idea Farm

@TheIdeaFarm

1 year

. @ManGroup showing the performance of major asset classes since 1900

0

5

33

The Idea Farm

@TheIdeaFarm

3 months

"History is littered with the carcasses of Beta Hitchhikers who find out that they’re actually not the Second Coming of Druckenmiller when the tide goes out." @UrbanKaoboy

Re: Investing - Is Alpha a Mirage in a Desert of Beta?

Generating True Alpha is as difficult as finding water in a desert; most people's notions of Alpha are really "Beta Hitchhiking." Discussion of Alpha vs. Beta + Investment Hacks for Mere Mortals.

www.urbankaoboy.com

1

3

32

The Idea Farm

@TheIdeaFarm

2 years

Must listen 👇 “If your principles are more important than your life, you sacrifice your life. If your life is more important than your principles, you sacrifice your principles.”

William Green

@WilliamGreen72

2 years

In this episode of the #RicherWiserHappier podcast, Arnold Van Den Berg shares powerful insights on how he transformed his life by gaining control over his mind. This conversation has had a profound impact on me. I hope you find it equally helpful. Listen:

27

35

216

2

7

31

The Idea Farm

@TheIdeaFarm

2 years

@compressionSQ @MebFaber @hkuppy The October 2022 episode

Episode #450: Harris “Kuppy” Kupperman - Oil is the World’s Central Banker Now - Meb Faber Research...

Episode #450: Harris “Kuppy” Kupperman – Oil is the World’s Central Banker Now Guest: Harris “Kuppy” Kupperman is the Founder and CIO of Praetorian Capital. He’s also the Chairman and CEO of...

mebfaber.com

1

3

30

The Idea Farm

@TheIdeaFarm

6 months

Friday Facts 🔹Apple paid $1 billion in credit card rewards last year 🔹In 2023, McDonald's bought 2 billion eggs from agribusiness giant Cargill 🔹Spotify is now the #2 provider of audio books behind Audible. 🔹As of February 1, 2024, Novo Nordisk is 70.6% of Denmark's stock

4

9

30

The Idea Farm

@TheIdeaFarm

2 years

🔥 Big day tomorrow 🔥 Subscribers get to preview a paid version of @DoombergT 🐔🐔🐔 📩 Subscribe (for FREE) so you don't miss out

3

4

30

The Idea Farm

@TheIdeaFarm

2 years

"With every investment we become richer or wiser, never both." - Bill Duhamel ht @MarkYusko

2

5

30

The Idea Farm

@TheIdeaFarm

7 months

"What does the market know for sure that just ain't so?" @verdadcap says 3 things: 1. US is the best place to invest 2. Growth is better than value 3. Private is better than public

Dan Rasmussen

@verdadcap

9 months

Here's a link to my presentation at 2023 Sohn Hearts & Minds Conference

7

19

203

0

1

29

The Idea Farm

@TheIdeaFarm

2 years

83% of the world's energy comes from fossil fuels (down only 3% from 20 years ago) Based on projected growth in developing countries, the world is projected to consume more fossil fuels in 2050 than today.

0

8

30

The Idea Farm

@TheIdeaFarm

10 months

🎤 Top Podcasts of the Week! 🎤 @patrick_oshag w/ @AswathDamodaran to make sense of the market @RyanDetrick & @sonusvarghese w/ @CliffordAsness with investing lessons @JackFarley96 w/ @BobEUnlimited & @profplum99 on a 'hard landing' Links below👇

6

9

22

The Idea Farm

@TheIdeaFarm

2 years

After the past 8 consumer sentiment troughs, the average subsequent 12-month S&P 500 returns have been 24.9%

2

10

29

The Idea Farm

@TheIdeaFarm

6 months

Tomorrow on The @MebFaber Show Podcast @TotemMacro is back 👀

5

1

28

The Idea Farm

@TheIdeaFarm

1 year

CEO's are discussing AI on earnings calls more and more cc @TheTranscript_ [ @GoldmanSachs ]

1

3

26

The Idea Farm

@TheIdeaFarm

1 month

"Since 2010, small cap has been one of the big three underperforming portfolio strategies alongside large cap value vs growth and non-US stocks vs the US. All three out of favor strategies are at their cheapest levels in 20 years..." -- Michael Cembalest

1

7

26

The Idea Farm

@TheIdeaFarm

1 year

Everything that FTX advertised for goes against all of the basic investing principles Listen to @MebFaber & @AlderLaneEggs

2

4

24

The Idea Farm

@TheIdeaFarm

1 year

Remember the story of when someone bought a pizza with Bitcoin? The most expensive pizza of all time! @AlderLaneEggs

3

25

The Idea Farm

@TheIdeaFarm

2 years

Forecasting is hard 👇👇👇

jeroen blokland

@jsblokland

2 years

Last year's end-of-year forecasts for the S&P 500 Index. 👀

10

47

170

3

6

24

The Idea Farm

@TheIdeaFarm

22 days

🚨 Tomorrow on The @MebFaber Show 🚨 @mjmauboussin

2

1

25

The Idea Farm

@TheIdeaFarm

1 year

🔥 8 quotes from Stanley Druckenmiller's recent interview with Nicolai Tangen

0

9

24

The Idea Farm

@TheIdeaFarm

1 year

In last week's episode, @MebFaber mentioned this shocking stat highlighted by @ChrisBloomstran about $BRK 😱🤯😱🤯

0

3

24

The Idea Farm

@TheIdeaFarm

2 years

Investing Amid Low Expected Returns by Antti Ilmanen A must read for all investors today Some takeaways 🧵👇

1

6

23

The Idea Farm

@TheIdeaFarm

2 years

Where to put your money "the bedrock of any portfolio during this period should be Quality + Energy."

2

4

23

The Idea Farm

@TheIdeaFarm

2 months

🎙️ Top Investing Podcasts of the Week 🎙️ @michaelbatnick & @Downtown w/ Prof. Jeremy Siegel & @JeremyDSchwartz Alex Shahidi w/ Rob Arnott on quant investing @menlobear w/ @hussmanjp on a stock correction

3

4

22

The Idea Farm

@TheIdeaFarm

2 years

"With every investment we become richer or wiser, never both." - Bill Duhamel

0

8

23

The Idea Farm

@TheIdeaFarm

9 months

. @biancoresearch explains how remote work has fundamentally changed the labor market. #mebfaber #mebfabershow #investing #stocks #stockmarket #remotework #economy

3

9

18

The Idea Farm

@TheIdeaFarm

4 months

🎙️Top Podcasts of the Week 🌟Investing Masterclass | @practicalquant & @JJCarbonneau w/ Rob Arnott 🎯The Age of Debt | @JackFarley96 w/ Russell Napier 📈Trend Following | @AttainCap2 w/ @GreenigDouglas

3

6

21

The Idea Farm

@TheIdeaFarm

9 months

“An irrational drop in price makes a stock cheaper. A rational drop in price makes it more expensive.” - Gautam Baid

1

21

The Idea Farm

@TheIdeaFarm

2 years

. @ljin18 👉 "The ownership economy not only offers a powerful new tool for builders to leverage mrkt incentives to jumpstart new networks—it also holds the potential to create positive social change thru the wider distribution of wealth-building assets."

0

7

20

The Idea Farm

@TheIdeaFarm

2 years

"Making A Plan for Better Days" Their 10-factor checklist for a bottom (from May 5)

1

7

20

The Idea Farm

@TheIdeaFarm

4 months

Kevin Kelly's 101 Pieces of Advice In honor of his birthday, @kevin2kelly shared 101 bits of advice he wished he had known earlier. Here are 10 of our favorites 1. Admitting that “I don’t know” at least once a day will make you a better person. 2. Read a lot of history so you

0

5

20

The Idea Farm

@TheIdeaFarm

2 months

🎙️ Top Investing Podcasts of the Week 🎙️ Dean Curnutt w/ Harry Markopolos past & current frauds @Ritholtz with @jposhaughnessy on the impact of AI @ShaneAParrish with Dr. Jim Loehr on peak performance

0

4

19

The Idea Farm

@TheIdeaFarm

2 years

📈 Chart of the Day 📉 Global Stock Market Valuation (Shiller-CAPE and PB): measured by market capitalization: • 10% of the world equity market trade below long-term historical valuation averages • 80% expensive • 10% inconsistent. via @NorbertKeimling

1

19

The Idea Farm

@TheIdeaFarm

3 months

Intern & New Hire Finance Resources General Resources - Thorough internship curriculum from @verdadcap - @AQR ’s The Curious Investor podcast has 21 episodes on the most important ideas in finance - @UBS Global Investment Returns

0

2

19

The Idea Farm

@TheIdeaFarm

1 month

“To achieve a multi-bagger, you have to hold a multi-bagger.” - Ian Cassel ( @iancassel )

2

3

18

The Idea Farm

@TheIdeaFarm

6 months

🎙️ Investing Podcasts of the Week 🎙️ @DWeisburd w/ @msuster , @Samirkaji , & @Jason on the state of VC @GuyAdami , @RiskReversal & @DMoses34 w/ Mike Wilson on the markets @WilliamGreen72 w/ Bruce Berkowitz

5

4

17

The Idea Farm

@TheIdeaFarm

2 years

Global CAPE Ratios EM & DM ex-US 👀👀 via @topdowncharts

1

3

18

The Idea Farm

@TheIdeaFarm

2 months

“Google, Amazon, Meta and Tesla, the Magnificent 7 have a $16 trillion combined market value, 34% of the S&P 500 and LARGER than the ENTIRE S&P as recently as February 2016.”

Christopher Bloomstran

@ChrisBloomstran

2 months

Stunning. Nvidia passes Microsoft and Apple as largest market cap. Combined, the three are valued at $9.9 trillion, 21.5% of the entire market capitalization of the S&P 500. The three are today LARGER than the capitalization of the ENTIRE S&P in September 2011, not a market low.

49

169

929

3

2

18

The Idea Farm

@TheIdeaFarm

2 years

“...I’m a deeply superstitious rational quant and believe the time to gloat in this business is after you’re retired or dead...So I will not be taking any victory laps. That doesn’t mean I’m not enjoying it.” - @CliffordAsness

0

4

17

The Idea Farm

@TheIdeaFarm

2 years

"Money doesn't change men—it merely unmasks them. If a man is naturally selfish or arrogant or greedy, the money brings that out." - Henry Ford

2

16

The Idea Farm

@TheIdeaFarm

2 years

What's the right way to think about implementing systematic strategies? 🗣️ @BobEUnlimited shares that & more!

0

5

16

The Idea Farm

@TheIdeaFarm

2 years

Read the entire letter here:

Lux Q1 Letter 2022.pdf

drive.google.com

0

3

15

The Idea Farm

@TheIdeaFarm

2 years

Trend-following <> Crypto "The trend strategies have performed well over the (admittedly short) history available to us, and have mostly outperformed a constant investment in the coin itself" @camharvey

1

4

17

The Idea Farm

@TheIdeaFarm

2 years

🚨 ICYMI: @AlderLaneEggs thought Sam Bankman-Fried was shady months ago 🎙️ Be sure to listen to this episode to hear why #SBF #FTX $SI 🔗 📺 🍎

0

4

16

The Idea Farm

@TheIdeaFarm

9 months

Two great charts from @BlakeMillardCFA 's newsletter 1. The Mag7 now accounts for 29% of the entire market capitalization for the S&P 500. 2. Apollo’s Chief Economist Torsten Slok notes the S&P7 valuations are beginning to look similar to the Nifty Fifty & Tech Bubble of 2000.

2

16

The Idea Farm

@TheIdeaFarm

4 months

Hendrik Bessembinder studied global stock market returns. Here are some eye-opening takeaways:

3

1

17

The Idea Farm

@TheIdeaFarm

9 months

🎤 Top Podcasts of the Week! 🎤 @WilliamGreen72 w/ Peter Keefe with 33 years of investing wisdom @EconTalker w/ @DellAnnaLuca on risk, ruin & ergodicity @ShaanVP & @thesamparr w/ @profgalloway

Scott Galloway Tells All - $100M Net Worth, $4 Trillion Business Opp & Career Advice

Episode 511: Shaan Puri ( https://twitter.com/ShaanVP ) and Sam Parr ( https://twitter.com/theSamParr ) are talking to Scott Galloway a.k.a Prof G ( https://twitter…

www.mfmpod.com

0

5

16

The Idea Farm

@TheIdeaFarm

1 year

"Bear markets are like a hall of mirrors designed to confuse investors and take their money." - Mike Wilson Be sure to listen to The @MebFaber Show podcast tomorrow with Mike Wilson of @MorganStanley

0

16

The Idea Farm

@TheIdeaFarm

1 year

🚨 Tomorrow on The @MebFaber Show 👇 @WallStCynic & @bethanymac12

2

4

15

The Idea Farm

@TheIdeaFarm

2 years

Inflation chart from Jan 2000 through June 2022

0

5

15

The Idea Farm

@TheIdeaFarm

2 years

"Ultimately, that's (happiness) not a question of wanting more, that's a question of wanting less." @arthurbrooks w/ @SamHarrisOrg

Where Is Happiness?

Join neuroscientist, philosopher, and best-selling author Sam Harris as he explores some of the most pressing and controversial questions of our time.

www.samharris.org

0

3

16

The Idea Farm

@TheIdeaFarm

2 years

15 years of US outperformance... [ @jpmorgan ]

0

2

16

The Idea Farm

@TheIdeaFarm

6 months

"From 1965 through 2023, $100 invested in Berkshire grew to $4,255,516. The same $100 invested in the S&P 500 is only $30,811. That means Berkshire can lose 99.3% and only then just match the index over 59 years."

Christopher Bloomstran

@ChrisBloomstran

6 months

Happy sharing the Semper 2023 Annual Letter. Writing it every year gets me outside the box. Love the process and always thrilled to be done! We released the PDF last night. Somehow page 41 was out of order. Perhaps Adobe's hint that 40 pages is enough...

29

49

368

1

3

16

The Idea Farm

@TheIdeaFarm

2 years

Must-read 1Q22 letter to LP's from @wolfejosh 🗣️ "Too much of a good thing leads to negative effects...It's a life out of balance - and it's a life that's now returning to equilibrium." 🗣️ "Survival is a necessary precondition for growth." More from the letter below 👇

1

6

16

The Idea Farm

@TheIdeaFarm

4 months

🎙️Top Podcasts of the Week 🎙️ 🧠Netflix Culture | @tferriss w @reedhastings 📈Trend Following | @GuyAdami & @kaitlin_malin w @niederhoffer 🎯 Value Investing | @practicalquant & @JJCarbonneau w @Greenbackd

2

5

16

The Idea Farm

@TheIdeaFarm

1 year

. @larryswedroe discusses why many investors tend to fall prey to recency bias, and explains why global diversification remains a prudent strategy (via @MichaelKitces ).

1

4

15

The Idea Farm

@TheIdeaFarm

2 years

Why @JanvanEck3 thinks Blockchain is the way

0

3

14

The Idea Farm

@TheIdeaFarm

4 months

Between 1990 and 2019, over 50% of stocks underperformed one-month U.S. Treasury bills (in terms of compound returns).

1

2

15

The Idea Farm

@TheIdeaFarm

5 months

Full episode:

The Biggest Investment Mistake: Billionaire Hedge Fund Cliff Asness...

Subscribe to The Meb Faber Show podcast on your favorite platform so you never miss an episode! https://pod.link/1128955736Today's guest is Cliff Asness, co-...

www.youtube.com

1

15

The Idea Farm

@TheIdeaFarm

7 months

Does your portfolio have confidence diversification? "A well-diversified portfolio is made up of low and high demand assets reflecting a mix of falling confidence, rising confidence, euphoria, and hopelessness. What maximizes long-term returns isn’t the diversification of the

0

1

14

The Idea Farm

@TheIdeaFarm

2 years

The End of the World is Only The Beginning by @PeterZeihan One of the must-read books in 2022 Takeaways 🛢️👇

3

6

15

The Idea Farm

@TheIdeaFarm

2 years

"The reason that 'guru' is such a popular word is because 'charlatan' is so hard to spell." - William Bernstein

0

2

15

The Idea Farm

@TheIdeaFarm

2 years

"A 100-year event doesn’t mean it happens every 100 years. It means there’s about a 1% chance of it occurring on any given year. That seems low. But when there are hundreds of different independent 100-year events, what are the odds that one of them will occur in a given year?"

1

14

The Idea Farm

@TheIdeaFarm

1 month

"Over a third of a typical US-market-weighted portfolio is allocated to the current basket of champions, and in a world portfolio, this share ends up close to 20%—the highest in over 50 years." -- Bridgewater

0

13

The Idea Farm

@TheIdeaFarm

2 years

📈 Chart of the Day 📉 Since 1975, the outperformance cycle for US vs. international stocks has lasted an average of 7.9 years. We’re currently 11.1 years into the current cycle of US outperformance via @onveston

0

2

14

The Idea Farm

@TheIdeaFarm

4 months

🎙️ Top Investing Podcasts of the Week 🎙️ Betsy Gorton with Rob Lovelace on long-term investing @MikePhilbrick99 & @GestaltU with @JeffWeniger on pension wars Alex Shahidi with Jim Haskel on Bridgewater

1

3

13

The Idea Farm

@TheIdeaFarm

11 months

Over the last 5 years, no other sector has managed to outperform the S&P 500 other than tech. [ @bespokeinvest ]

0

3

13

The Idea Farm

@TheIdeaFarm

2 years

🚨 Newsletter Sampler: @3F_Research - Data-driven macro research firm - Combine qualitative macro/real asset knowledge with data science - Led by @WarrenPies & @fernavid Let's take a look at a recent report 👇🧵

1

6

14

The Idea Farm

@TheIdeaFarm

2 years

📈 Chart of the Day 📉 YTD S&P 500 sector performance via @FT / @SPDJIndices

1

2

12