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My #1 Read of the Year & $185k in Prizes

...g from O’Shaunessey, Standard Life, and New Constructs. (Also perhaps an easier download location here).     —- Also, the deadline for some of these contests for best investment paper are coming up this month…we’ve had a few five figure winners from blog readers, let’s get some more! Most are offered once a year with various deadlines: Research Papers S&P SPIVA ($30,000 + $15,000) AQR Insight ($100,000 prize) Whitebox Research ($25,000 prize) NAAI...

The Market is Already at All Time Highs

...ll time highs… Talking about, or basing strategies on, price only data is just silly. Can you imagine someone talking about bonds buy excluding the income or coupon payments?! PS If you’re at the conference come say hello!  ...

Travel & Slides

...e if you’re around or want to meetup! Also, my slides, transcript, and video from the recent Best Ideas conference are online here....

Privacy Policy

..., including hedgefundletters.com, theideafarm.com, mebfaber.com, cambriaqr.com, camqr.com and any other websites that display or link to this Privacy Policy. We collect certain personal information based upon and as a result of the use of our Sites by visitors and subscribers (referred to herein as “you” or “your”). Our collection and use of your information will be conducted in accordance with this Privacy Policy. 1. Information That We Collect....

Terms of Use

...Farm, LP (“we”, “our” or “us”) and made available on www.hedgefundletters.com, www.theideafarm.com, www.mebfaber.com, www.cambriaqr.com, www.camqr.com and any of our other websites that link to these Terms (the “Sites”). 1. Acceptance of Terms; Modification of Terms By using any of our Services, you agree to comply with these Terms. PLEASE READ THESE TERMS CAREFULLY BEFORE USING OR SUBSCRIBING TO OUR SERVICES. If you do not agree to these Terms,...

Travel and Talks

...nce January 7-8 Berkeley, CA, AAII, January 19th Salt Lake and Park City Utah, January 20-23 San Diego, TD Ameritrade Coference, January 30-31 Bogota, Colombia, Investors Forum, February 7-8 Miami, IndexUniverse, February 10-13 LA, AAII, February 16th Denver, Institutional Investor, March 7th  ...

Ideas Retreat in Wine Country

...us in California in April. Thanks – John” “Wine Country” Economic Conference Hosted By Mish Click on Image to Learn More http://www.winecountryconference.com/...

Best Ideas 2013

...f Investment Officer, Cambria Investment Management Thomas S. Gayner, President and Chief Investment Officer, Markel Corporation Wesley Gray, Managing Member, Empiritrage Robert Hagstrom, Chief Investment Strategist, Legg Mason Investment Counsel Dah Hui Lau (David), Portfolio Manager, Seilern Investment Management Paul Lountzis, President, Lountzis Asset Management Ryan Morris, Managing Partner, Meson Capital Partners Marco Priani, Co-Manager, In...

When Bonds Go to 0% (Updated)

...olio here: Not Much of a Grand Finale and from Clear on Money: A Realistic Comparison of Japan and the US and from Wes at Turnkey Analyst The Truth About Bonds: (PDF download here) Long bonds are a hot topic these days. How can rates go any lower? What happens to bonds when interest rates spike? What if we become Japan? Long bonds are an enduring asset that serves as a truly diversifying asset. Regardless of the environment, long bonds have low dr...

Why Are You Outperforming? Why Are You Underperforming?

...y were all gone. I lost 7 out of 10 clients ” Jean-Marie Eveillard, at the Online Value Conference, via @MacroTool I can talk about strategies and approaches on this blog (since it is my personal blog) but I stay away from mentioning anything I do work related, or performance of funds for compliance as well as headache reasons. (But all of our funds and their performance is public, just head to Cambria website, or AdvisorShares or Morningstar.) Ho...