Memorial Day Weekend

Meb Faber - 1
I bet Warren Buffett is cracking one open this weekend. BUD at all-time highs. (From Stockcharts)Also got a new book on the way:...
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When Buyouts Boom

Meb Faber - 0
Nice day for hedge fund favorite QCOM, up 4%.----Brevan Howard announces €1bn LSE float for a fixed income/global macro fund.Once again, not in the...
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LinkFest

Meb Faber - 1
Consumer sentiment is the worst since I was (almost) 3 years old.----Young and small hedge funds perform better - I like the sounds of...
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LinkFest

Meb Faber - 2
Microsoft is unveiling their "cash-back for search" offering (which is where you get anywhere from 2% - 30% for buying something that popped up...
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13F Hedge Fund Best Ideas and Consensus Approach

Meb Faber - 4
Looks like another great quarter for the hedge fund tracking strategies. My previous observation that the funds exhibit similar downside volatility and much...
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Want to blow something up?

Meb Faber - 2
My all time favorite YouTube to take you into the weekend (Spike Jones: Lakai- Fully Flared Intro) - I'll be enjoying myself in the...
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Buffett the Endowment Manager

Meb Faber - 1
I downloaded a few of the sample PDFs at 13D research, and Kiril Sokoloff puts out some pretty interesting pieces.----What's the point of indexing...
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Lighthouses Rule

Meb Faber - 3
I will be in SF Friday - Tuesday if anyone wants to meet up.----The 13fs are rolling in and I will be updating the...
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Meb Faber - 3
My paper just passed 10,000 downloads, which places it in the top 30ish downloads of all time (out of about 160,000), and near the...
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Buy the Rumor, Short the News

Meb Faber - 0
I am a big fan of David Einhorn (haven't yet had the chance to read his book), so I was glad to see the...
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