My Investing Mentor

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This is one of my favorite pictures of Dad and I, having breakfast on the shores of Lago Atitlan in Guatemala.   I have always...

What Does Siegel’s NIPA P/E Say About the Stock Market?

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I had a great time at the ETF.com (formerly IndexU) conference in Florida the other day.  The highlight for me was getting to see...

Market Outlook 2014

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(This was going to be a longer piece but I'd touch on the highlights below.) Let’s jump right in – how did broad asset classes...

9% Alpha with Munger and Van Gogh

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I've done this post every year since Ivy Portfolio came out (you can see last years longer post here).  I'll let you read the...

Crowdsourced Research

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I am holding a cover design contest for my next book, and you can vote here if you want to take a peak. As...

MebFaber.com

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To make everyone's life a little easier, I shortened the domain a few letters.  It will redirect but you may also want to update...

Everyone Hates Emerging

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I've done a ton of posts on home country bias (people allocating more to stocks in their own country).  Most US investors place 80%...

CAPE Returns for 2013

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Did CAPE work in 2013?  Below are end of 2012 updates, new CAPE values mailed to Idea Farm today...Also below is a chart of...

ETF Returns for 2013

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Here is a large graphic of various ETFs for 2013.   

What Will Move Margins Next?

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"Our best guess?  Gravity"  - Leuthold Group Here is my monthly roundup of good reads and notes from my Twitter feed @MebFaber