Subscribe to The Meb Faber Show
Welcome to my podcast, The Meb Faber Show, where the focus is on helping you grow and preserve your wealth.
Each week I’ll discuss the craft of investing, helping you uncover new and profitable ideas in the global equity, bond, and real asset markets. You can also expect to hear from some of the top investment professionals in the world as my guests.
So join us for real market wisdom that can make you wealthier and wiser. Better investing starts here.
[fe_widget]
Mean Reversion
Below I update the post from May on mean reversion. I’m not really sure what sort of benchmark to compare this system...
Required Reading
No wonder the timing model works so well on REITs. —- Ichan is having a great year. His AlphaClone portfolio...
Timing Updates
Customer service (or total lack of) at Stockcharts is driving me crazy. GRRRRR. Hope this works. Timing...
Templeton Update
Stockcharts now has the 10-month SMA for free (Hat Tip: GK). Go to the tab above for timing updates! —- Swensen...
Links
Lots of markets trending up. —- AlphaClone video from a recent conference. —- From FlavorWire, maybe I...
Long Bond Pain
What do the years 1920, 1973/74, 1980/1, 2009 have in common? Routs in the long bond, which is currently in the...
Currencies
I have no idea why someone doesn’t launch currency value (PPP) and momentum ETFs/ETNs in addition to the carry...
Ira Sohn Recap
I wrote a really long post on this topic then managed to delete it. Instead of recreating it, here are some...
Hedge Fund Masters
All the 13Fs are in and the rebal has taken place for AlphaClone. I started tracking a "Hedge Fund Masters"...
Linkfest
Some nice Memorial Day Pics. —- The End Draws Nigh —- Selecting active mutual fund managers. —- This...
Everything She Does is Magic
It’s rebalance week for AlphaClone and all the 13Fs are in. Do my long time readers remember the World...
When to Buy? When to Sell?
Will be in Phoenix/Scottsdale the rest of the week. —- Ha! Meb Fabor….I guess that is not as bad as...
If you have suggestions, or would like to sponsor the podcast, please contact us at
feedback@themebfabershow.com
Disclaimer
All opinions expressed by website participants are solely their current opinions and do not reflect the opinion of Cambria Investments, Inc. (“Cambria”) or affiliates. The website participants opinions are based upon information they consider reliable but neither Cambria or its affiliates warrant its completeness of accuracy, and it should not be relied on as such.
Past performance is not indicative of future results. Strategies or investments discussed may fluctuate in price or value. Investment or strategies mentioned in this website may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you.
