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…
The Latest from MEB FABER
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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…
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…
Here is a large graphic of various ETFs for 2013.
“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]
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.…
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). …
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…
