Is It Time for Equal Weight?
via Biello
"The S&P 500 has outperformed the S&P 500 Equal Weight Index by 34% over the past 3 years, the widest 3-year performance gap...
Authors on the Podcast in 2025
I talked to 15 authors on the podcast in 2025. Check out the list below!
Pattern Breakers: Why Some Start-Ups Change the Future by Mike...
Will Nvidia Still Be Dominant in the Future?
None of the top stocks from 1985 are still on top today...
Fun chart via Visual Capitalist
Can You Beat a Low Cost ETF?
The question every endowment and foundation should honestly ask themselves: "Can we beat a low-cost ETF?"
The answer for nearly all of them is...
Changing Your Mind
"One of the hardest things to do in the investment business is to significantly change your allocations after you've been right" - Jeff Gundlach
Explains...
Not Disrupted….Yet
There's about $700 billion in tax inefficient asset allocation mutual funds that charge > 0.5%.
There's about $20 billion in asset allocation ETFs that...
Was It Earnings Growth, or Multiple Growth?
Has the US outperformance since the GFC come from relative growth or valuation expansion?
"Both contributed, but there was more coming from the richening."...
Cheers! (This is as good as it gets…)
https://www.bloomberg.com/news/videos/2025-11-03/-this-is-as-good-as-it-gets-meb-faber-video
1,000 Millionaires
Did you know the US added 1,000 millionaires every day last year?
Lots of other mind blowing facts from the Idea Farm's top 50 facts...
