Meb Faber Research – Stock Market and Investing Blog

David Merkel is doing some really nice posts lately and here is one focusing on combining valuation and momentum in building a stock model:  The Impossible Dream (And if you can't tell by the stream of posts I am finally back in town after my 13 city trip...)

Surfer Keith Malloy's movie about his passion for bodysurfing: "It's about taking a breath, and kicking your feet, in the big blue sea … come hell or high water." (Hat Tip: MS)

I'd like to hear from any of the currency trader followers on their favorite models for trading currencies based on valuation (not momentum, interest rates, carry or anything else).  The most typical is Purchasing Power Parity (ie think the Big Mac Index) using OECD data.  The biggest difficulty is that the valuation in currencies can take many years to...

Nice post by the good folks at Empirical Finance on testing the Magic Formula and having quite a bit of difficulty replicating it... In a related note, I was reading a magazine on the plane recently and read a really odd statistic.  It referenced another research piece, which referenced another research group.  I emailed them, and sure enough they had...

with the way I receive and distribute information.  I am constantly thinking of ways to better streamline my life and to have better filters for the info I receive...lots of room for improvement and would love to hear from readers with ideas. Now that I am back in town I have about 6 papers, ideas, and pieces I'd like to...

I'll be in NYC all week (to ring the bell on the 2nd) and around Pittsburg for a few days early next week. Drop me a line if you want to meetup!

Wonderful article by Lahart from WSJ. (HT: BB)

There are a lot of people debating the value of stock picking events like the recent charity Ira Sohn Conference.  Felix Salmon and David Gaffen debate the usefulness (Felix responds here)  and Joe Weisenthal chimes in here. There is so much misinformation in the 13F space, and most comments are simply not based in a firm understanding of what works...

I have basically seen Twitter up to this point as a pleasant distraction.  One of the effects however of this real time newsstream is the instant newsflow, and I was immediately saddened to hear about Mark Haines passing away yesterday. Lots of people are offering up their experiences with Mark as a tribute so I thought I would mention...

I am finally back home after three weeks on the road (made more interesting by not having a photo ID for the last five flights).  While exhausting to say the least, one of the major benefits of travel is getting to connect with other money managers, writers, and friends to share ideas and swap stories.  I hope to share...