Meb Faber Research – Stock Market and Investing Blog

This post is 2/5 on ideas in fintech.  We have had to build everything custom in house as most online/public software is too limited... 2.  Website for backtesting and tracking quant models.  There have been a few entrants here (Turnkey Analyst, Ned Davis, ETFReplay).  We actually built one over two years ago at TacticalAssetAllocation.com to track and receive emails for our quant models, but I...

James did a fun post on new startup ideas (though I wish he would have just followed up on JungleSmash).  A couple buddies of mine give me a hard time about always giving away ideas for free, but I have plenty on my plate in the next few years trying to disrupt the traditional asset management space so in...

I was joking with a friend the other day about some of our funnier interview stories (I'm not going to even get into work stories, just interviews).  Our investment management industry has a tendency to attract quite a few characters, as well as quite a few bastards and aholes.   I've probably taken one of the windy-iest routes to running...

A classic example from my buddy Steve Sjuggerud on a Wall St "truth", ie you have to buy low sell high...(reminds me of an olllld 2007 post here).   ---- Should You Buy at New Lows? Or New Highs? So we tested which strategy works better: Buying near 52-week lows... or buying at 52-week highs. We looked at nearly 100 years of weekly...

Shilling interview with Forbes Forbes: Let’s hit first long treasuries. The yield now on the 30-year bond is 3%? Shilling: 3%. Forbes: The ten-year, 1.6%, 1.8%? Pick a number. When we last talked it was 4.5% on the 30-year, which seemed low at the time and was almost 3% on the ten. How much more is there and how long can it...

I had forgotten about this important exchange in the Barron's Roundtable a few weeks ago: Rogers: The stock yields 1.7%. The company cut its dividend a few years ago. It has been buying back stock and is in the middle of a $1 billion buyback program now. It has the cash flow to do this. Everything might fall into place at...

For those young folks newer to the markets you may not have heard of the professor/money manager/newsletter writer Marty Zweig.  He sadly passed away yesterday (I had no idea he was 70).   He is one of the all time greats, a professor that pioneered the trend into also managing money (also sadly, Bob Haugen also passed recently).  That is...

I get a lot of emails about career advice, (which of course is strange considering my winding road and biotech engineering background), so I thought I would suggest a few ideas to the aspiring hedge funders out there.  Or, ETF managers/RIA PM's what have you.  While the advice of course would be more specific to your situation there is...

I haven't downloaded or played around with this, but looks promising (it's free): TSSB Software

...with a 2-year lag....great chart from SocGen: