Books in the Mail (or Pre-Ordered)

The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers - Horowitz Letters of Note: An Eclectic Collection of Correspondence Deserving of a Wider Audience - Usher The Tragedy of the European Union: Disintegration or Revival? - Soros Succession Planning for Financial Advisors - Grau Stress Test: Reflections on Financial Crises - Geithner

Travel: Boston Paris London NYC

I will be in Boston Monday and Tuesday for the IMCA conference: http://www.imca.org/conferences/imca-annual-conference Then off to Paris and giving a talk in London: https://secure.cfauk.org/events/events-details/index.html?article=MjE0MQ== Then a few days in Europe (undecided where just yet, any suggestions?) then in NYC May 19-22...come say hello!

Twitter Updates

A few updated links for those not following me on Twitter @MebFaber.  

How to Start an ETF

I gets lots of questions over email and in person on a handful of topics.  Usually I try to incorporate all of them into a longer written piece that includes my personal opinions and experiences that readers can then reference.  You can find some older ones here on the following topics: Global Tactical Asset Allocation & Asset Allocation Self-Publishing a Book Income...

The Global Market Portfolio

Graphics from Jan 2014 Update of "The Global Multi-Asset Market Portfolio 1959-2012"    

Free Books

I'm starting a hellish travel schedule for the next six weeks, and usually I like to give out free books at the talks so people don't get obsessed with taking notes.  So, for the next five days my eBooks are free on Amazon - so download away and let me know what you think! PS If you don't have a...

A Spectrum of Possibilities (Probabilities)

Valuation works over long time periods.  In the short term, anything can happen.  The US market was slightly expensive at the end of 2012, but lo and behold it returned over 30%.  Below is a fun chart of yearly CAPE values back to 1900 and future 1o year returns, and I will keep the commentary light as the conclusions...

Checking in on the Tiger (Cubs)

I sent out a fun piece by Novus to Idea Farm subscribers last month called Like Tiger, Like Cub.  The piece took a deep dive into the Tiger Cubs, and we have written about plenty about Tiger and offspring on the blog before as well as in our first book The Ivy Portfolio. I thought it would be fun to...

Book Offer

If UVa beats MSU Friday I'll send my readers a free book.  If they make the Final Four I'll double up and make last two books free.   GO HOOS!!!

Why Value Investing is So Hard (Russian Edition)

Disclosure: Funds I manage and clients own Russian stocks and ETFs. Many times on this blog I've mentioned that for every investing strategy there needs to be a fundamental reason why it works.  A basic, "explain to your 12 year old niece reason why it works".  Value investing, at its most basic, is buying $1 for $.80 (or less than...