Meb Faber Research – Stock Market and Investing Blog

I thought it would be interesting to visualize all of the countries and their 10 year PE ratios in one chart.   Enjoy!  

I posted a series of investing ideas earlier in the year, and it is good to see people are tackling them!  My friend Wes...

With news Shiller and Gundlach are teaming up on some domestic CAPE funds, we turn our attention to our global CAPE work.  From end...

I have come to post most of my links and what I'm reading over on Twitter these days, so if you're interested you can...

It seems like the financial news consists largely of news items on what these four managers are up to. Who is buying Herbalife, what...

I've chatted with the Sports Insights crew for a while on constructing quant ideas in the sports analytics world.  They consistently do a good...

Great post from NYU prof Damodaran on country multiples.  (HT: Marcus) While we only did 40 or so countries, he takes it all the way to...

Third Point has been one of the best hedge funds in the world for the past decade or so.  The fund has returned about...

People seemed to really like our last post on asset allocation strategies.  Below is a sample allocation from an oft requested model, the 7/Twelve portfolio.  

I will be chatting up the CFA societies in Charlotte, Winston-Salem, and Raleigh next week.  Stop by and say hello if you're in town!   http://www.cfasociety.org/northcarolina/Pages/default.aspx   Charlotte August...