Meb Faber Research – Stock Market and Investing Blog

I often ask my audience questions since their beliefs and preferences differ vastly from my own.  All of our book covers have been crowdsourced since I have no design ability whatsoever, and we even had a fun contest for the upcoming podcast name.  (While we'll likely go with The Meb Faber Show, though some funny responses included:  Call me...

I just got back from giving a couple talks in Arizona and Florida and decided it is finally time to do a podcast.  So, the big question remains, what is the right format?  Ritholtz and Covel and Ferriss already do a great job of interviews so I would likely avoid that for awhile (though may add in the future). It...

  If you enter the phrase “dividend investing” in Google, how many entries do you expect you’ll get? I got 57 million in 0.60 seconds. A search for "dividends" on Amazon returns a whopping 8,000 books, with exciting titles such as “Get Rich with Dividends” and “How to Supercharge Your Investment Returns with Dividend Stocks.” And if you type “dividend investing is…” into...

Lots of commentary lately on the CAPE ratio (here are recent articles by Arnott, Swedroe, GMO, and Miller). I've written a book, a white paper, and countless blogs on the topic of the CAPE ratio so I don't feel the need to rehash a lot of that here as there is plenty in the blog archives.  (But it is working great...

Sorry I was a little slow on this, so it's Tweets of the (Last Two) Weeks    

If history is any guide, we’re standing at the edge of 40%--96% returns over the next two years. This isn’t wishful thinking or wild speculation. I’m not selling anything. Rather, I’m just reporting historical gains from a market set-up that’s repeating itself right now. So what’s going on? Well, imagine a rubber band. If you stretch it only slightly then let it...

Back in early 2014 I penned a Market Outlook.  The main points were: 1.        2013 – A Monster Year for Stocks 2.        …But Valuation Will be a Headwind 3.        Small Cap Stocks and Dividends are Expensive 4.        Bonds will not help a 60/40 get to 8% 5.        Where to Look?  Go Global   So, looking back, what would my comments be today? 1.  True,...

I travel quite a bit, and often will sit down with friends over dinner and chat about companies, ideas, lifestyles, etc. Often I'm struck when people haven't heard of an app, product, or service that I find downright indispensable. Below is a list of apps, websites, products and things I find beautiful, useful, or downright magical that I wish someone had...

There are a lot of index funds in drag.  Below are three must reads on the topic. If you are going to stray from market cap weighting, it pays to be concentrated and very different. Otherwise, what's the point?!  Make sure you read all three, especially the blue bubble charts... Seeking Alpha or Seeking Assets? "What we learned From this simple exercise, we...

The 5 Mistakes Every Investor Makes is a recent book I read by Peter Mallouk, the #1 Investment Advisor in America.  (I'm not poking fun, that's just what it says on the cover.)  In general it is an easy-to-read book that offers quite reasonable advice, and you can get a free copy from their website. The five mistakes are: Market Timing Active Trading Misunderstanding Performance and...