Crowdsourced Research
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
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
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
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...
What Will Move Margins Next?
"Our best guess? Gravity" - Leuthold Group
Here is my monthly roundup of good reads and notes from my Twitter feed @MebFaber
Valuation Distributions Across Time
This is a good post over from the Eudora Fund website looking at the distribution of value factors across time...
Quotes from site:
For readability’s sake,...
3 Years of Blood…
Investors love chasing returns, always to their detriment. The best place to be allocating likely is the worst performers over the past 3-5 years....
Arnott on Emerging CAPE
Good to see Rob get a life time achievement award this past week in AZ, also good to see RA fundy assets cross $100B.
Here...
