Meb Faber Research – Stock Market and Investing Blog

I was thinking about doing an article on the top value funds, and creating an AlphaClone portfolio on them.  (Or maybe a follow up...

All you ever wanted to know about Seth Klarman and Baupost from HFL. Just curious, does anyone have yearly Baupost returns?

Are there any more consensus views right now than: -interest rates are going up, and -gold is going up ?

NYC August 10-13 Drop me a line if you want to get together.

via Zero Hedge, all seven parts of Trader - The Documentary.  Highly recommended viewing. httpv://www.youtube.com/watch?v=ELiKV9Kqo84&feature=player_embedded httpv://www.youtube.com/watch?v=RarqLQ6d6RY httpv://www.youtube.com/watch?v=Gp7ZbNGYHTc httpv://www.youtube.com/watch?v=V8pWUOPaN0g httpv://www.youtube.com/watch?v=xmge7PE7I84 httpv://www.youtube.com/watch?v=jFOXDtHi8os httpv://www.youtube.com/watch?v=yIwHoOud01s

One more reason to like AlphaClone. . . Do Hot Hands Exist Among Hedge Fund Managers? RAVI JAGANNATHAN, ALEXEY MALAKHOV, and DMITRY NOVIKOV∗ Abstract In measuring performance persistence,...

A couple years old, but great read! Seven Sins of Fund Management

Really enjoyed Fox's book The Myth of the Rational Market, and I'm going to add it to the Reading List.  Although I wish Fox...

In my last post I examined the performance of the endowments (estimated) versus some publicly traded asset classes, allocations, and tactical models.  Below I...

For some reason StockCharts keeps breaking my link to make the timing updates public. I have contacted them no less than 20 times...