Meb Faber Research – Stock Market and Investing Blog

Felix Salmon talks about how everyone but the bloggers make money from investment blogs. While he proposes a couple solutions, I think a blog aggregator that shares the revenue with the bloggers would be a good option. Time for me to ramp up the launch of Bloggerator?----Dr. Tatiana's Sex Advice to All Creation: The Definitive Guide to...

Feel like something big is lurking underneath the surface? (Note: That is a real picture of a real great white shark.)Longtime readers will know that I am a much bigger fan of using Net Payout Yield rather than Dividend Yield as a predictor of excess stock returns. This is a great example of a structural change in...

How to hedge your McNuggets? Hire Bridgewater of course!List of the top 10 hedge fund managers.---- Maybe it's just me, but I think the news on active ETFs is a yawner. I don't see much benefit over an active mutual fund. ----Did you know Exxon pays as much in taxes as the entire bottom 50%...

The biggest benefit to writing this blog is getting to interact with readers from all over the world (so far readers from 147 countries). If you enjoy the blog please pass it along to your friends and associates, and continue to email in links and papers! Top ten countries of reader origin:USCanadaUKAustraliaSwitzerlandGermanySpainJapanItalyFranceSyrians and Nicaraguans spend the most...

"Does this market have you banging your head against the wall? Foreign listed hedge funds could be the answer. . .----Some readers emailed in asking for performance figures for the foreign listed funds, and a table of some of the largest is below. On average they returned around 14% total return (not just NAV return), which beats...

Robertson earned a 77% return in '07, and over 400% total returns since shutting down his firm in '00. Highlights from the Fortune article:"Together, before fees, the 34 funds in which Robertson has an ownership stake averaged a return of 34% in 2007. By contrast, the S&P 500 had a total return (including dividends) of 5.5% in 2007...

I am a registered independent and find the two party system a little depressing. This gets really good after the first minute (nod to reader AF):[youtube https://www.youtube.com/watch?v=gEaS-K3j3M8&rel=1&w=425&h=355]

20 20 Vision is truly a great book - although I don't understand why the folks at Mercer couldn't list it on Amazon.com . . .----New private equity research out of Davos.----The Financial Times Global MBA Rankings:1. University of Pennsylvania: Wharton2. London Business School3. Columbia Business School4. Stanford Business School5. Harvard University6. Insead7....

Do any readers use the Morningstar EnCorr software? Please drop me a line if you do. . .

The Minsky Meltdown by Grantham - you can download the entire paper on GMO.JG - "I’m afraid cash is the ugly answer that no one ever wants to hear."That sits soundly with the GTAA model current allocation - mostly in cash/bonds.----The Great Deal Spread of 2008, and a cool new site - ArbitrageView----From the dictator that rules my fantasy...