Page 195 – Meb Faber Research – Stock Market and Investing Blog

Seven Sins of Fund Management

Meb Faber - July 25, 2009 4

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

LinkFest

Meb Faber - July 23, 2009 2

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...

What a Difference a Year Makes! Endowment, Buy and Hold, and Tactical Returns

Meb Faber - July 22, 2009 9

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

Stockcharts?

Meb Faber - July 22, 2009 6

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

The Endowment Model vs. the Timing Model, 2009 Returns

Meb Faber - July 20, 2009 3

Both Barron's and the WSJ penned articles on the endowments sorry performance for 2009 (and neither mentioned my book - FAIL). Lots of readers have...

LinkFest

Meb Faber - July 20, 2009 4

I'm not sure why the timing updates link was broken, but it is now fixed. ---- A Complete Toolkit for Fighting Inflation ---- Cool new website for tracking...

Top 20 Papers and Books in Modern Finance

Meb Faber - July 17, 2009 13

I am doing a post that links to what I consider to be some of the top papers and books in modern finance over...

Nice Ibbotson Interview

Meb Faber - July 15, 2009 2

Excerpt from AllAboutAlpha: Q4: Your “ABCs of Hedge Funds: Alphas, Betas, and Costs” has been a popular research paper on AllAboutAlpha.com. Have you updated...

(Short) LinkFest

Meb Faber - July 14, 2009 0

Hmmmm, the entry of a FOF into the mutual fund space? Hatteras Funds to Acquire AIP Mutual Funds. Potentially very interesting... ---- More on the AQR...

Case Closed Follow Up

Meb Faber - July 9, 2009 11

I was reading Haugen's factor paper again the other day and wondered how the real world results have been. The paper states that...