Meb Faber Research – Stock Market and Investing Blog

It is good to see people tackling our 5 Million Dollar Ideas in FinTech.  Below is one such example, and I've talked the founder into letting my readers have a free three month subscription.  See below:   Download The Investment Brief app for free from the Apple app store. Once downloaded, open up The Investment Brief, where they will see a yellow...

Same amount of money chasing reduced supply = PE multiple expansion. Nice piece from Barron's this wknd.    

This is a fun video I had never seen before on John Law (HT @ValueWalk) Some readings at the end... Learning to Love Investment Bubbles     John Law and the Mississippi Bubble by Richard Condie, National Film Board of Canada Market Bubbles Manias, Panics, and Crashes by Charles Kindleberger Extraordinary Popular Delusions and the Madness of Crowds by Charles MacKay The Prize: The Epic Quest for Oil, Money, &...

I used to write a lot about the managed futures space.  I love the strategy, but still think it is ripe for disruption.  Add on the fact that it has been a poor environment for these funds the last few years and HALF of all funds in existence since 2007 are now gone.  Time for the strategy to start...

I've done more articles on 13Fs than I can remember.  But I often get tired of hearing people repeat nonsense about 13Fs with no data to back it up. Mark Yusko has a great oberservation in the below video, namely, the largest holdings are the WORST to follow.  However, there are a lot of people and funds that track the...

Gonna try and listen to this on the plane back to LA. Webcast Replay Download Slides   More from Bwater, Salient, and Invesco: The All Weather Story   Investment Insights - When Yields Rise   Risk Parity in a Rising Rates Regime        

Investors should love bubbles.  That is where are lot of big money can be made.  Avoiding their destruction can be challenging of course.  A valuation anchor will help you recognize and avoid them, while a trendfollowing approach may help you ride them and get off before you crash and burn.  We published a paper a few years ago titled:...

I sent this out to The Idea Farm this past weekend, but it is worth sharing.  From PWC Download here:

Three good reads this weekend from Barron's and the WSJ.   First, the Barron's ETF Roundtable.   Next, an interview with Ben Inker at GMO, much of which resonates with our thinking:   What's your current asset-allocation mix? Our benchmark-free allocation fund is long only and built out of traditional assets, namely stocks, bonds, and cash. Right now, a little bit more than half...

I made a offhand remark on Twitter awhile back but was curious about how much time people spend researching before purchasing something.  "Amount of time people likely spend researching buying a: car > tv > plane ticket >  crowdfunded startup > stock. My guess it is exponential." The irony of course is the volatility and spread of the results is much...