Meb Faber Research – Stock Market and Investing Blog

Long time readers know that I have been a shareholder yield advocate on the blog for almost a decade.  (We used to call it net payout yield back then, and we define it as the combination of dividends and net buyacks.) People are slow to change of course, but my hopes are that eventually you all come around to a...

We've written three fun articles on the topic of dividends in the past few years. I'm not sure why we haven't seen more research here in the academic space, perhaps it is the hundreds of billions allocated to dividend strategies? What You Don’t Want To Hear About Dividend Stocks How Much Are Those Dividends Costing You? The Dividend Challenge The basic summary is that: ...

Happy 2017...You’re probably going to fail this year! Let me quickly add some context before I’m bombarded with venomous emails. According to StatisticBrain, only 8% of Americans are successful in achieving their New Year’s Resolution. That figure triples when describing people who “never succeed and fail on their resolution each year.” I would think the results are equally bad, or worse, when...

Below is a fun little chart on investing trends. We outlined a simple valuation approach to stocks in our old book Global Value.  It simply picked a basket of the cheapest 25% of country stock markets as measured by long-term valuations, and rebalanced yearly.  Despite large historical performance, a global value approach only outperforms the S&P 500 in about 60%...

We did a fun post a year ago on a particular bombed out stock sector - coal stocks. Why You Should Ask For Coal (Stocks) In Your Stockings This Holiday Season It was meant as a light hearted holiday themed example of how investing in big drawdowns can be rewarding.  I wasn't quite expecting coal stocks to double in 2016, but...

Following up on our earlier post on the Top Investment Podcasts of 2016, below are the most read investment blogs from all of our writer friends...I don't know why someone doesn't compile this into a book ala The Best Science Fiction Writing of 2016 like you see in all the airports...$1 million dollar idea for someone! If I missed some...