Meb Faber Research – Stock Market and Investing Blog

Until a time comes when the Abnormal Returns for Twitter launches, every month or so I'll post my favorite Tweets and links below from @MebFaber    

It's awfully nice out in SoCal so I may not finish this weekend, but my new book should be out in the next few weeks.  As always, will send a free copy to Idea Farm subs when it launches...stay tuned! Two other books that just came out on the way are: Tail Risk Hedging & Rule Based Investing    

I was trying to do everything to avoid going to the gym last nite so I put together this chart.  25% cheapest, 25% most expensive, and average of all countries and their CAPE valuations.  2nd chart includes the US.  It's almost like a valuation Bollinger Band that could be used to adjust your domestic vs. global stock weightings. Look at...

Being a currency buff, I have always found Bitcoin and all of the other "alternative" currencies to be interesting, and a pleasant distraction.  A few months ago the price action seemed to suggest similar properties as many speculative bubbles do, so I penned a piece that compared Bitcoin to the South Seas Bubble.  I even went as far as...

Alliance Bernstein has a sneaky good blog.   I think this chart is very telling of where we are now...likely a great time to be running a market neutral fund.      

At least, that's what everyone thinks: HT Advisory Perspectives & Sundarden 

While I just got home to my own bed, I'm getting read to hit the road again.  Below is a list of upcoming speeches and travel.  Drop me a line if you want to schedule a meeting (or a beer), the entries in BOLD are where I am giving a public speech) : Denver & Vail CO:  February 25th -...

I get lots of questions regarding our original paper, most of which I've tried to tackle in the FAQs in the update.  Here is a fun look from the Butler Philbrick crew asking some questions I have never even considered (what about an ANNUAL rebal?) and some more familiar to the readers here (what about daily updates, day of...

I sent this read out last week to the Idea Farm list, and since it is a free download as well as my favorite read of the year I'm including it here.  CSFB publishes the Global Investment Returns Yearbook each year, and it is a gem.  It is their yearly update to my favorite investing book, Triumph of the Optimists.Even...

This is one of my favorite pictures of Dad and I, having breakfast on the shores of Lago Atitlan in Guatemala.   I have always loved New Years Resolutions.  That doesn't mean I have always been able to keep them of course, but the idea of optimism, renewal and committing oneself to self improvement has always appealed to me. Previous years...