Meb Faber Research – Stock Market and Investing Blog

I often reference the 5:2:1 rule on the podcast.  Those are the real returns, net of inflation, that stocks, bonds, and bills have returned the past 100+ years.  You could add in gold and housing to the 1% section too as they all do about 1% per year.  (People are often surprised, and hate to hear that about housing...

I was giving a speech this week to the Stansberry group in Las Vegas and was, as always, talking about valuations.  Specifically I was talking about Bogle's simple stock market formula for forecasting future 10 year returns.  The example I gave went something like this: We're in Las Vegas so let's use this analogy.  Let's say you can go to...

Episode #21: Michael Covel, TrendFollowing.com, “We Can’t Make A Prediction Worth A Damn”   Guest: Michael Covel teaches beginners to seasoned pros how to generate profits with straightforward and repeatable rules. He is best known for popularizing the counter-intuitive and very controversial trading strategy “trend following.” An avowed entrepreneur, Michael is the author of five books including...

(Note: If you are an advisor that would like access to Cambria's Trinity portfolios, shoot me an email to discuss.) Are you a RIA thinking about partnering with a roboadvisor? Wondering how the various offerings and fees differ? Or maybe you’re just a curious bystander, watching the evolution of robo shape our industry and wondering how it will shake out. Either way,...

Filed under I didn't know that - we're at the third longest bull ever in the Dow, and if we last till December will be 2nd longest, and if we last till March will be the longest bull market ever!  Nice chart from the always great Leuthold Green Book: Click to enlarge Copyright © 2016 The Leuthold Group, LLC, All rights reserved.  

Episode #20: “Listener Q&A”   Guest: Episode #20 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 9/12/16     |     Run-Time: 39:29 Summary:  Episode #20 is another “Listener Q&A” episode. Meb starts by telling us about his frustration after doing a guest panel on CNBC earlier in the morning. (Hint: questions about The Fed tend...

I get most of my quant research done while trying to avoid other less interesting work.  So I was curious when I saw my friend John Hussman writing about an obscure technical indicator called the Coppock Curve.  I filed it away as "interesting", sent it to the Idea Farm list, then moved on.  But they Barry was asking me...

Episode #19: Jonathan Clements, HumbleDollar, “If Money Can Buy Happiness, Then Why Doesn’t It?” “Because People Don’t Spend It Right.”   Guest: Jonathan Clements is a financial writer based in New York City. He's the author of the award-winning Jonathan Clements Money Guide and a new book, How to Think About Money. Jonathan spent almost 20 years at...