What If You Owned No US Stocks?

Stocks for the Long Run is one of my favorite books. If you were to ask me what the single most universally held belief in all of investing is, I'd say it is that "stocks are the best way to build wealth". I don't disagree. After all the largest fund I manage is a long only US stocks fund! But...

Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)

Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)   Run-Time: 16:05 Summary: In today’s episode, Meb Faber, Cambria Chief Investment Officer, reads a profile of Cambria's shareholder yield ETFs: US focused Cambria Shareholder Yield ETF (SYLD) International developed market focused Cambria Foreign Shareholder Yield ETF (FYLD) International emerging market focused Cambria Emerging Shareholder Yield ETF (EYLD)   Links Think Income...

I Disagree

What investment belief do you hold that the vast majority of your peers (75%+) do not share? In 2019, I decided to start publicly answering the question above and adding to it over time. You can check out the entire thread here, but my recent podcast with Michael Batnick and Ben Carlson touched on the same topic so at their...

The Idea Farm is now FREE!

Hey everybody…some big news… We’re moving The Idea Farm to FREE. Woo-hoo! You can sign up here! Our mission has always been to help investors grow and preserve their wealth, with a big educational foundation. As Cambria has grown to over 100,000 investors and $1.4 billion in assets, we are committed to dedicating more and more resources to content and education. Moving...

What Do I Do NOW?!

The coronavirus has been wrecking economies and overloading health care systems around the globe for the past few years and just when it felt like we might be emerging from the pandemic…. Invasions. War. The threat of nuclear strikes. Will there be a peaceful outcome? Or something worse? I don’t know. No one really knows. It’s heartbreaking on so many levels. But with...

Red Light

“When the facts change, I change my mind. What do you do? Though there’s debate about who originally said this, or if the phrasing is accurate, popular opinion gives credit to John Maynard Keynes. In any case, it’s relevant today because the facts have just changed for investors. And that points toward an important question each of us would be wise...

Cambria Fund Profile Series — Cambria Value and Momentum ETF (VAMO)

Cambria Fund Profile Series — Cambria Value and Momentum ETF (VAMO)   Host: Meb Faber is Co-Founder and Chief Investment Officer of Cambria Investment Management. Meb has authored numerous books, whitepapers and blog posts, and is the host of The Meb Faber Show podcast. Run-Time: 12:48 Summary: In today’s episode of the Cambria Fund Profile Series, Meb discusses the Cambria Value and...

How I Invest 2022

(As a reminder, you can sign up for our email list here...) This article is an update to a piece we originally penned in 2020. It was the third article in a four-part series written during the pandemic. Part I: “The Get Rich Portfolio” Part II “The Stay Rich Portfolio“ Part III: “How I Invest My Money” Part IV: “Investing in the Time of...

Shareholder Yield: Does it Work Within Sectors and Industries?

I was chatting with a friend the other day and asked him why the gold stocks have gone nowhere for about 15 years despite gold performing "ok". (I think my phrasing was "why are gold stocks such a dumpster fire?") He remarked that many gold companies are huge cash incinerators, and you really want to own the companies with producing...

Meb’s Greatest Hits

We've been publishing papers, books and blog posts for over 15 years covering everything from asset allocation strategies and global value investing, to farmland investing, to startups, and even the question of whether or not institutions and endowments should just be managed by a robot. With thousands of pieces of content, we thought it was time to sift through...