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Meb Faber - October 21, 2008 6

With October shaping up to be as bad (and probably worse) than September, let's look at what happens after two really bad months in...

Meb Faber - October 20, 2008 1

I guess when you return 870% in a year you can write whatever you want. . . ---- Another blogger pulls his content from Seeking Alpha. ---- TIPS...

Meb Faber - October 14, 2008 3

Looks like we're not the only one that is heavy in cash - Cohen moves most of his fund to money markets for the...

Meb Faber - October 13, 2008 4

Taking a look at Bespoke's data for the ten best days in stocks since 1900, 4 are during a bear market, and 4 are...

Meb Faber - October 11, 2008 1

Great interview with Grantham from GMO in this weekend's Barrrons. My favorite quote: Barrons: Do you think we will learn anything from all...

Meb Faber - October 10, 2008 6

Nice new paper out, "Unbundling Hedge Fund Beta" which finds that hedge funds are good at timing the market. This is not surprising...

Meb Faber - October 9, 2008 13

People email me every day asking how the timing model has held up during this market dump (short answer: great). The model is...

Meb Faber - October 6, 2008 1

While some of the most famous hedge funds are getting hammered (here and here and here), there are still some top investors presenting...

Meb Faber - October 1, 2008 0

A reader emailed in asking me if the timing model would work for housing. I actually wrote an article on a beta allocation...

Meb Faber - September 30, 2008 0

I'll be traveling for the next week - drop me a line if you would like to meet up. Also, if you're going...