Meb Faber Research – Stock Market and Investing Blog

I do this post every year...let me know if you find anything! Old post below for background: Since it is tax time make sure to make...

This looks good - unfortunately will not still be in NYC...   Inefficiencies in the Pricing of Exchange-traded Funds   MONDAY, April 15, 2013 (5:30 PM - 7:30 PM)The...

That is a great John Templeton quote (that I plan to use as the title for an upcoming piece.)  I was stuck in the Philly...

One of the things that makes me really queasy as a portfolio manager is when people make "adjustments" to historical price data.  The classic...

It has only taken a few weeks but I am very happy to announce that enough people have subscribed to The Idea Farm that...

Interesting news tonite that Third Point is launching a Greek Hedge Fund to capitalize on opportunities in the beaten down stock market there.  Other...

I'm on the plane to NYC to sit in on the Barron's ETF Roundtable, and should have a little free time in both cities....

Asset Price Trend Theory Abstract:      Traditional portfolio optimization models implicitly or explicitly specify placement of capital as rather irrevocably and fully at risk through investment horizon(s)...

A few Idea Farms ago we looked at a WisdomTree research piece by Schwartz that sorted emerging markets into high and low dividend years....

Below I updated the sector CAPE valuations....there is a pretty wide range - one sector is at 10 and another at a near all...