Home - Meb Faber Research - Stock Market and Investing Blog

Macro Links

Meb Faber - July 26, 2008 1

Some macro commentary from Epoch: The Perfect U.S. Economic Storm: Asset Deflation, Commodity Inflation and the Expiration of the "Greenspan Put" ---- From Carpe Diem: The Big...

Everyone Loves Qualcomm Part II

Meb Faber - July 26, 2008 0

Hedge fund favorite Qualcomm is up big today (about 18%) to a new 52 week high. I have written about the stock a few...

Reader Questions

Meb Faber - July 22, 2008 8

I need a blog redesign - leave a comment with the best designed blogs or news sites. ---- Ahhh, Web 2.0. Click here and vote on...

Beta Bear Market, Alpha Bull?

Meb Faber - July 17, 2008 3

[youtube https://www.youtube.com/watch?v=YFF3E0Aqdlc&hl=en&fs=1&w=425&h=344] "All night he check, check, check." Teddy KGB in Rounders In poker you fold a majority of the...

Alpha Hall of Fame Interviews

Meb Faber - July 15, 2008 1

If you don't subscribe to the magazine, here are the links. All of them are worth reading:Bruce KovnerJames SimonsJulian RobertsonGeorge SorosMichael SteinhardtKenneth GriffinSeth...

NYC This Week

Meb Faber - July 14, 2008 0

Posts will be lighter this week as I will be in NYC starting Wednesday. As always, drop me a line if you are...

Rule #1

Meb Faber - July 14, 2008 1

Stock markets are risky. According to Bespoke, I count about 8 that are down more than -40%.How long is that going to take you...

Weekend Linkfest

Meb Faber - July 11, 2008 0

Is the stock market decline nearing an end?----I love my iPhone, and will probably trade in my old one via Flipswap for the new...

LinkFest

Meb Faber - July 8, 2008 0

I really don't get most of these aggregators - here is a new one Streetread....I need less news that is more useful, not more...

Arnott’s Diversified Portfolio

Meb Faber - July 7, 2008 0

From an article over on IndexUniverse titled "Liquid Alternatives: More Than Hedge Funds" by Rob Arnott and John West.Below is how an investor could...