Meb Faber Research – Stock Market and Investing Blog

Another great chart from the GIRY doc below, would be nice to see this paired with momentum.  The dataset is available through Morningstar as the DMS module...:

Nice free download of the Global Investment Returns Yearbook 2011 (GIRY). (Automatically download PDF here.) This is a MUST READ.  A few charts below:

I know this is a bit simple but I thought it was useful nonetheless.  From Gary Shilling's very good book The Age of Deleveraging: Investment Strategies for a Decade of Slow Growth and Deflation.

Here are three charts that demonstrate asset classes and their performance over the past month. It is similar to our old posts we used to do on alternatives, and what "works" during a market sell off.  Let me know if there are any other good funds to include on the alt table. My intern created this fantastic Excel sheet to...

I'm not sure why I never saw the book "A Practical Guide to ETF Trading Systems" but it is a fun short book that is well worth the read.  Uses Trading Blox for those that are fans of that software package. ---- I didn't see Mary Meeker's USA Inc.: A Basic Summary of America's Financial Statements book  until recently.  Free 400+...

I'm giving a talk (along with Axel Merk) this Saturday at the Skirball Center in Los Angeles.  It is early (9am) but come on out and ask come questions. http://www.aaiilosangeles.org/calendar.htm

Coming out in two weeks - the paperback version of The Ivy Portfolio for just $9!

“Investing is the only business I know that when things go on sale, people run out of the store" - Mark Yusko James Montier is one of my favorite writers, and his research pieces are some of the few must reads on Wall Street.  In his recent piece, Seven Immutable Laws of Investing ,  his lists Rule #5 as "Risk...

httpv://www.youtube.com/watch?v=K3P2o5gryfs&feature=player_embedded

Montier must read as always: Seven Immutable Laws of Investing