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A Spectrum of Possibilities (Probabilities)

Valuation works over long time periods.  In the short term, anything can happen.  The US market was slightly expensive at the end of 2012, but lo and behold it returned over 30%.  Below is a fun chart of yearly CAPE values back to 1900 and…

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Checking in on the Tiger (Cubs)

I sent out a fun piece by Novus to Idea Farm subscribers last month called Like Tiger, Like Cub.  The piece took a deep dive into the Tiger Cubs, and we have written about plenty about Tiger and offspring on the blog before as well…

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Book Offer

If UVa beats MSU Friday I’ll send my readers a free book.  If they make the Final Four I’ll double up and make last two books free.   GO HOOS!!!

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Why Value Investing is So Hard (Russian Edition)

Disclosure: Funds I manage and clients own Russian stocks and ETFs. Many times on this blog I’ve mentioned that for every investing strategy there needs to be a fundamental reason why it works.  A basic, “explain to your 12 year old niece reason why it…

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LA Talk

If you’re local in LA, S&P is hosting an event for financial advisors at the Montage on April 10th, come join!  I plan on tossing a book in all the goodie bags.     DETAILS LOCATION:Montage Beverly Hills Hotel 225 North Canon DriveBeverly Hills, CA 90210  LUNCH/REGISTRATION: 12:00 –…

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New Book is Out!

My new book is finally available on Amazon!  Here is the link: Global Value:  How to Spot Bubbles, Avoid Market Crashes, and Earn Big Returns in the Stock Market We self published it in the same format as Shareholder Yield, although it is longer around…

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Recent Tweets

Until a time comes when the Abnormal Returns for Twitter launches, every month or so I’ll post my favorite Tweets and links below from @MebFaber     [View the story “Recent Tweets” on Storify]

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New Book (#3) Out Soon

It’s awfully nice out in SoCal so I may not finish this weekend, but my new book should be out in the next few weeks.  As always, will send a free copy to Idea Farm subs when it launches…stay tuned! Two other books that just…

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