Meb Faber Research – Stock Market and Investing Blog

For the bloggers out there, Hitail is a pretty cool app to add to your HTML. It lets you view where your visitors originated from. If it was from a search, it lists the search terms. In the most disturbing news of the day, someone arrived at my site today by searching "Bill Gross moustache". ...

(Quick sidenote - If you are a baseball fan that 5 hour tiebreaker winner goes to the playoffs game last night was unreal. Down 2 in the bottom of the 13th inning against the best closer of all time. . .Go Rockies!)It must be bad 80's video day. This song popped immediately to mind when considering the...

I spend a lot of time thinking about momentum. One of the problems with the cross-market momentum approach is that it can leave you undiversified and exposed to large drawdowns due to concentration risk. ie if someone followed the approach with the asset classes below, selecting the top 10 based on 12-month returns, he would have returned...

Is private equity as an asset class just stocks on steroids?The new PowerShares International Listed Private Equity ETF begins trading under the symbol PFP. Like the previous Powershares ETF PSP, the new ETF is based on an index by Red Rocks Capital Partners out of Denver, CO. Here is the PowerShares Fact Sheet for PFP. Here...

With fiscal year returns of 28%, it looks like Yale has the title of top endowment manager locked up.The Yale endowment recently reported their investment returns, and the spectacular 28% tops the impressive Harvard returns of 23%. They handily beat the S&P500 (20%) and foreign stocks (27%), and swells their AUM to $22.5 billion. It looks like...

I am a big fan of Ken Fisher (except for the weekly mailing I get from him - here is a good site with all the opt out emails/numbers). I enjoyed his last book "The Only Three Questions That Count". Honestly, do you know anyone else in America that argues that the US is under-debted? Wall...

There are some people that saw the whole subprime implosion coming. Paulson & Co. (AUM > $20Billion) is the New York-based hedge-fund manager that runs the Paulson Credit Opportunities Fund. Through July, the fund is up a staggering 303%. It is interesting to note that some foreign listed hedge fund of funds have exposure to Paulson....

I largely agree with Jim Rogers in the video from Bloomberg, and this article from John Hussman. In other news, my roommate is Canadian, and he will be buying happy hour today. Canadian Dollar hits parity:

I have written a great deal in the past about foreign listed hedge funds. As far as private equity vehicles go, there are only a few. I don't like PSP, and IPRV.L (fact sheet here) is traded in London (IPRV is the ETF Barclays launched based on the S&P Private Equity Index).It is interesting to note that...

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