Meb Faber Research – Stock Market and Investing Blog

The older I get the more I think many investors should have a decent chunk in cash, if for nothing else than to make them behave a little better. Below is a chart that looks at adding increasing levels of cash to a global market portfolio, with tilts.  (No trend, etc).  Allocation is from our white paper The Trinity Portfolio. 1973-2015     and...

Last April I penned a fun post on Things I Love.  It became a recurring feature on the podcast with all sorts of interesting (ahem, weird) answers from guests...below I thought I'd summarize all of them as a fun list for the holidays...most recent podcast first to oldest last...and you can find the audio version here.   SemesterAtSea - Brett HotelTonite -...

I've become a big consumer of podcasts over the past year, but I also struggle with sorting them all.  There are only so many dog walks and airplane rides after all...(But it was cool to see the WSJ name our podcast a top 5 investing podcast!) If you're looking to escape the family over the holidays...good news!  I asked my podcast...

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If I'm missing any let me know and I'll update... Enjoy! Vanguard Goldman Sachs and ChartBook Credit Suisse Oppenheimer PineBridge Templeton Robeco and here GMO (sorta) T. Rowe Deutsche Bank UBS Vanguard BNP Paribas JP Morgan Commerzbank SSGA HSBC CSFB Russell Pioneer Invesco SSGA

I would like a developer, or a development team, to build me a clone of Acorns or Stash. Their business model is to charge fees of $1/month for accounts under $5,000, which is obscene since the average account balance is about $200.  This equates to about 6% annual fees PLUS the ETF fees.  Criminal! If you have over $5,000 they charge 0.25%...

780%. That’s the amount of gains you would have missed had you followed the market timing strategy I’m going to describe in the following article that utilizes the CAPE ratio. Yes, that’s significant. But there’s far more to this story, and I suspect that had you acted on this strategy, you’d have actually been quite happy to miss out on those gains. Let's start...

Ok, a 15% decline on the long bond isn't the end of the world...but how does that look in context to history? Luckily we have lots of old posts on the blog that look at bond drawdowns and what they mean for future returns... Is Gundlach Right, Have Bonds Bottomed? - July 17, 2013 When Bonds Go To 0% (Updated) - October...

A few months ago we applied a quant approach to selecting recipes.  Let's apply the same methodology we talked about before: "I’m a quant so I like to screen, sort, and rank till I’m blue in the face.  So, since cooking is basically just formulas, I’ve always wondered why cooking doesn’t work the same way.  Why can I crowdsource cooking...