Meb Faber Research – Stock Market and Investing Blog

I think John Bogle is a national treasure.  That doesn't mean I agree with him of course on everything (huge difference of opinion in foreign stock investing).  But he's been a strong positive influence on our industry for 40 years.  I was scanning this recent article from the WSJ on the plane flight to Vancouver, and a couple notes...

Episode #17: Michael Philbrick, Adam Butler, and Rodrigo Gordillo, ReSolve Asset Management, “It’s About Risk Allocation, Not Capital Allocation”   Guests: Michael Philbrick, Adam Butler, and Rodrigo Gordillo run ReSolve Asset Management. Mike has over 20 years of experience in investment management, including 6 years as a Portfolio Manager. He is responsible for investment decisions, coaching,...

Special Announcement! Date: 8/30/16 Run-Time: 15:11 Topics: Big news! This isn't our usual podcast. Instead, Meb has an announcement for his listeners. It's only a few minutes long, so don't miss this one! To listen to the special announcement on iTunes, click here To listen to the special announcement on Stitcher, click here To listen to the special announcement on Pocket Casts, click here To listen to...

Big news today! For months now, one of the most common questions we’ve been asked is, “Will Cambria ever offer an online investment management service?” We're pleased to announce that we’ve quietly been working on this behind the scenes, and the Cambria Digital Advisor is finally available! (Press release here.) Here’s a brief overview of what makes our service unique, and something...

I used to update an old post on free data sources and stock screeners for investors. I thought I'd summarize a handful of websites that focus on tactical asset allocation software, tools, and backtesters.  For a long time I was going to build this on tacticalassetallocation.com, but there are now lots of resources here so we just make our Excel sheet...

Episode #16: “Listener Q&A”   Guest: Episode #16 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 8/16/16     |     Run-Time: 53:19 Topics:  Episode #16 is another “Listener Q&A” episode. With Jeff asking follow-ups, here are a few of the questions Meb tackles: Given low bond yields, what asset would you suggest holding in a...

Episode #15: The Trinity Portfolio   Guest: Episode 15 is a Mebisode. Date: 8/10/16     |     Run-Time: 42:53 Topics: Meb tries something new in Episode 15. In “audio book” style, he walks listeners through his latest research piece: The Trinity Portfolio. “Trinity” reflects the three pillars of this investing approach: globally-diversified assets, weightings toward value and momentum investments, and active...

Episode #14: Eric Crittenden, Longboard Asset Management “It’s Not Greed And Fear That Drives The Investment World; It’s Envy”   Guest: Eric Crittenden is the Chief Investment Officer of Longboard Asset Management. He brings nearly two decades of experience in disciplined, rules-based investment strategies to his position. Eric drives Longboard’s focus on offering high-quality alternative mutual funds...