Meb Faber Research – Stock Market and Investing Blog

Excited news to share… After almost 550 episodes, the podcast has its own website! You may have noticed we stopped posting podcast episodes here on the blog. Going forward, all episode show notes will be on the new website. Be sure to subscribe on Apple, Spotify, or YouTube!

“I view diversification not only as a survival strategy but as an aggressive strategy because the next windfall might come from a surprising place.” – Peter Bernstein What is the single most universally held belief in all of investing? Think about it for a minute. Our vote would be “Investors MUST own US stocks.” It has been well established that US stocks have...

What's the best performing stock of all time?   We're talking about a total percentage gain of 265,528,901%.   $1,000 invested in this stock would be worth over $2.5 billion today.   To answer this question, we turned to Hank Bessembinder, who authored the famous academic paper "Do Stocks Outperform Treasury Bills?"   80 stocks have returns of over 500,000% in their lifetime.   Some guessed Berkshire (BRK),...

Wrote a fun little piece on bonds: "T-Bills and Chill....Most of the Time" It never made much sense to me to take on a bunch of risk in bonds if they yield similar amounts to T-Bills (or even less!) So what if you only invested in riskier bonds when the spread is wide enough? Sort of a rules-based value...

For the full list by country head on over to The Idea Farm...it's free! Source Global Financial Data  

Here's a crazy stat that no one will believe. The universal investment benchmark is the 60/40 portfolio of stocks and bonds. What if you replaced the bonds entirely with gold....crazy right? Turns out it makes no real difference. ¯_(ツ)_/¯   Source: GFD

Mebisode: Combining the Best Characteristics of the Tortoise and the Hare Date Recorded: 11/8/2023  |  Run-Time: 6:38 Summary:  In today’s episode, Meb reads a recent email sent to Cambria subscribers comparing the risk and returns of the Cambria Shareholder Yield ETF (SYLD) since inception through the lens of the famous fairy tale, “The Tortoise and the Hare.” Comments or suggestions? Interested...

Whatcha Waiting For? Date Recorded: 10/25/2023  |  Run-Time: 15:09 Summary:  In today’s episode, Meb reads a recent email sent to Cambria subscribers about using a shareholder yield approach to take advantage of the opportunity in global value stocks today. Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com https://youtu.be/_gIpiI0trOo Links from the Episode: Performance after Peak Valuation: Navigating the Tech Sector’s High...

“He was a U.S.-class smooth politician, which is the only way you’re going to survive in that job. It has nothing to do with investing.” That’s how Institutional Investor recently described a former CIO of the California Public Employees’ Retirement System, also known as CalPERS. The description is especially interesting when considering that the “I” in “CIO” stands for “investment,” which...

Warren Buffett has made some pretty amazing investments over the years. He's famously held Coca-Cola stock for over three decades, turning an initial $1.3 billion stake into $25 billion today. American Express is another multi-decade investment, with similar returns. His most recent investment in Apple, while not the best in percentage terms, is likely the best in absolute dollar amounts. His...