Finding the Best Ideas in a Portfolio

Meb Faber - 6
(Hat Tip: Abnormal Returns) I tried to get the professors to change the title to "Why you Need AlphaClone" but no luck so far.  The...
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CAIA buys AllAboutAlpha

Meb Faber - 1
Well deserved for such a good site - congrats Chris! Article here.
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Traveling

Meb Faber - 0
I will be in NYC next week for meetings.  Let me know if you are around and want to meet up.
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LinkFest

Meb Faber - 14
I mention this in my book, but next time someone tells you the market is efficient tell them to pull up a quote for...
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Traveling

Meb Faber - 4
I'm in Salt Lake City today and tomorrow if anyone is around...
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LinkFest

Meb Faber - 7
10 Principles for Black-Swan proofing the world.  I like #3 - shouldn't the government advisors be Dalio, Grantham, Taleb, Rogers, and Faber (Marc not...
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Where the Black Swans Hide

Meb Faber - 10
I have written about the topic of volatility clustering a number of times, and thought I would update the post here.   Many people trot...
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Dow Theory Quantified

Meb Faber - 2
Currently writing a white paper on quantifying and backtesting Dow Theory.. stay tuned! Two recent books out on the subject: Dow Theory for the 21st Century...
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LinkFest

Meb Faber - 3
We are up about 25% from the lows.  In the 1930 bear there were five DJIA rallies of > 20%, including a 48% rally...
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Global Asset Allocation Summit

Meb Faber - 2
I went to the GAA Summit in Carlsbad, CA Feb 1 & 2.    I was looking forward to reconnecting with an old UVa...
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