Meb Faber Research – Stock Market and Investing Blog

I got a lot of interesting ETF suggestions from readers over the weekend and this week.  Below is a list of some of the more interesting responses - I'm omitting the few that we plan on persuing as to not give the competition any sort of runway. Some are improbable, others are great ideas, while some totally unnecessary...but keep the...

As usual, I'll update performance for some of the endowments as the numbers come in.  Below is an update from an earlier post (endowment fiscal year end is June 30th, makes for a tough start to year end 2012)...here is also a fantastic must read from Bogle - The Lessons of History. ( I was considering titling this post...

This is a nice post by a newly minted mutual fund manager.  Quint touches on the benefits and drawbacks of launching a new fund (something we can certainly relate to) and mentions one of the more ridiculous mutual fund fees baked into their bloated cost structure - the supermarket fee charged by custodians. Fidelity, Schwab etc charge funds an absurd...

I mentioned this a few times on Twitter (often I'll post short reads and links on there that never make it to the blog.)  Follow @MebFaber to keep in the loop. This story isn't getting much play but it should.  Most young investors don't know who Barr is but he is one of the most famous people in the investment...

Once upon a time I was a grad student at Johns Hopkins while working as a biotech equity analyst. Anyways, hard to watch this and not be optimistic (or scared depending on your point of view). Have a great weekend! http://video.ted.com/assets/player/swf/EmbedPlayer.swf  

Readers of WB likely saw our annoucement last week : Cambria Files to Launch its Own ETFs. While we have a few great ideas in the works (and keeping a lid on what exactly for a few months), I would like to hear from my readers what strategies (or asset classes, although these are mostly commoditized) they feel are not represented...

Great notes from my friend Josh at the Reformed Broker blog re: Arnott's recent presentation in NYC.  One especially interesting note is that he mentions what happens to PE Ratios when inflation increases > 4% (ie they get hammered).  Some nice graphics from a recent post we did below.   Also interesting is his mention of his favorite pairs trade:...

(Update:  Just realized this is the engine behind Thompson's QA Studio.  Old post on Regime Change here). Not sure how I have missed this blog so far: Palantir Finance Added to blogroll under Data Resources

This book, Jackass Investing,  arrived in the mail yesterday and despite the odd title, it is a really good book. (Note:  In an even more interesting aside, the book was simultaneously published under the title Exploiting the Myths....I would probably have done some testing ala Ferris and goog ads for the title and or cover) Dever touches on some topics we...

Full link here: Cambria Files to Launch its Own ETFs