Meb Faber Research – Stock Market and Investing Blog

I haven't downloaded or played around with this, but looks promising (it's free): TSSB Software

...with a 2-year lag....great chart from SocGen:

People spend a lot of time talking about black swans, which are usually things that are not black swans, just an occasion where they didn't study enough history and an event surprised them.  We tackled the black swan topic in our paper Where the Black Swans Hide and the Ten Best Days Myth, and below is a fun infographic on...

...then there is no point in investing in PE.  And now, lots of that edge has been whittled away.  That is one reason we rec'd against PE in our book.   I think there is a big opp for a research boutique focused on the crowdfunding space as people are going to get their heads handed to them.  Most spend...

Fun interview with Tadas and Wes, and some Thorp and Buffett.   ---- I've had a great time at the always solid IndexU Inside ETFs conference here in Miami.  Lots of interesting products and ideas flowing.  On of the interesting presentations involved Jared Dillan who writes The Daily Dirtnap, a publication we featured on The Idea Farm a number of months...

Alex Rubalcava is a LA based hedge fund manager, and he was live tweeting the Daily Journal meeting the other day.  Since I am a huge Munger fan I asked Alex if I could share some of the best tweets, including a couple book recs....you can find all of them on his Twitter page @AlexRubalcava: 100 or so people here at...

I don't like to mix my work side of the business with the blog, which is meant to be more about strategies and ideas.  I also can't mention the performance of our private funds unless you are on our accredited email list (although that may change in a few months depending on the laws).  But I can mention the...

I'm taking the red-eye to Colombia tonite, so I have printed out a big stack of papers for the plane.  I am super excited to be reading probably my favorite update of the year, the Credit Suisse Global Investment Returns Yearbook 2013 (previous versions 2012, 2011) which are all updates to the excellent DMS book Triumph of the Optimists: 101...

Mid December I posted an article on the Jan Effect and a few lists of stocks that may outperform.  This system is one of the more reliable alpha anomalies there is.  Once again, small caps beat large caps for a market neutral profit of 4%, and 3 of our lists outperformed SPY by an average of 1.9%.  I'm updating...

I'm on the Amtrak Surfliner heading down to San Diego to give a talk on Shareholder Yield at the TD Ameritrade conference.   I am taking the train because a) I love trains, and b) my last drive to SD took over 7 hours and the trauma of SoCal traffic haunts me. Anyways, I've noticed a lot of media lately...