Meb Faber Research – Stock Market and Investing Blog

I'm heading to these three cities over the next two weeks for two speeches and one Broncos game.  Drop me a line if you want to meetup! If you are a financial professional that wants me to stop in your city for a speech or meetings, also shoot me an email.  Lots of cities I haven't been to that I...

I added a few new listings to the Conferences page on The Idea Farm. Ira Sohn London Alpha Hedge West (Fall - Great summary from MarketFolly) and the new Robin Hood Investor’s Conference (Fall)

 I'm testing to see if this storify link works below...was trying to post some tweets... ---- 4% real returns.  For wine. ---- And for the Broncos game tonite, I'll be making Papa's favorite hamburger: FROM EXPERIMENTING, PAPA’S FAVORITE HAMBURGER. There is no reason why a fried hamburger has to turn out gray, greasy, paper-thin and tasteless. You can add all sorts of goodies and flavors...

A few years ago I built this basic website to try and archive hedge fund letters.  It obviously needs a refresh but the site is Hedge Fund Letters. I don't care about making any money from the site (but I also didn't want to get sued so was anonymous), but I mainly just wanted to read all of these incredibly interesting...

FinViz is one of the better visualization websites.  Below are some weekly charts for perspective:

My friend John Hussman has done a lot of great work looking at stock returns during different regimes.  At the end of the post is a chart where he looks at some various scenarios and how the market performs.  Below, I simplify it a bit, and just look at US stocks since 1900 across trend and valuation.  Trend is...

It is interesting to me to hear the famous value guys disagreeing on market opportunities lately.  Some are talking about finding lots of opportunity, while others are returning cash to investors due to lack of opportunity.  I guess it depends on your framework.  Even quants are disagreeing on what they see out there.  Here is a great chart from...

I posted this article way back in 2010.  It is a simple quant, anti-consensus method to win your NFL (or any sport) pickem league (where you bet against the spread in a closed league).  If you have been following this you would likely have won both weeks thus far in 2013: —- I’ve used a simple betting strategy to win our...

My mother (that I love more than anything on the planet) is the near perfect contrarian signal when it comes to investing.  Rarely do we actually talk investing, but when we do it is usually in the form of "should I sell X?" after X has declined by Y. She has probably way too much US stock exposure for her...

Another contest, this one for the super model nerds, over $40k in prizes and top finishers also get a free trip to NYC. Model Off 2013