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MebFaber.com

To make everyone’s life a little easier, I shortened the domain a few letters.  It will redirect but you may also want to update your links…

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Everyone Hates Emerging

I’ve done a ton of posts on home country bias (people allocating more to stocks in their own country).  Most US investors place 80% in the US, when the US is only ~50% of global market cap and about 20% of global GDP.  Interesting to…

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CAPE Returns for 2013

Did CAPE work in 2013?  Below are end of 2012 updates, new CAPE values mailed to Idea Farm today…Also below is a chart of average and median CAPE values across 55 markets over time…      

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What Will Move Margins Next?

“Our best guess?  Gravity”  – Leuthold Group Here is my monthly roundup of good reads and notes from my Twitter feed @MebFaber [View the story “December Twitter” on Storify]    

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Valuation Distributions Across Time

This is a good post over from the Eudora Fund website looking at the distribution of value factors across time… Quotes from site: For readability’s sake, I’ve bolded the 5th and 95th percentile values, as well as the median, in each of the valuation distributions.…

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CAPE Fear

Lots of people commenting on a recent article from the very good blog Philosophical Economics written by @Jesse_Livermore.  I’m writing a book on the topic of global stock valuation models probably out in January (and having a design contest for the cover here now).  …

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3 Years of Blood…

Investors love chasing returns, always to their detriment.  The best place to be allocating likely is the worst performers over the past 3-5 years.  And if you have a strategy you believe in, the same.  Lots of redwoods crashing  down the last few years due…

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