9% Alpha with Munger and Van Gogh
I've done this post every year since Ivy Portfolio came out (you can see last years longer post here). I'll let you read the...
Crowdsourced Research
I am holding a cover design contest for my next book, and you can vote here if you want to take a peak. As...
MebFaber.com
To make everyone's life a little easier, I shortened the domain a few letters. It will redirect but you may also want to update...
Everyone Hates Emerging
I've done a ton of posts on home country bias (people allocating more to stocks in their own country). Most US investors place 80%...
CAPE Returns for 2013
Did CAPE work in 2013? Below are end of 2012 updates, new CAPE values mailed to Idea Farm today...Also below is a chart of...
What Will Move Margins Next?
"Our best guess? Gravity" - Leuthold Group
Here is my monthly roundup of good reads and notes from my Twitter feed @MebFaber
Valuation Distributions Across Time
This is a good post over from the Eudora Fund website looking at the distribution of value factors across time...
Quotes from site:
For readability’s sake,...
3 Years of Blood…
Investors love chasing returns, always to their detriment. The best place to be allocating likely is the worst performers over the past 3-5 years....
