Meb Faber Research – Stock Market and Investing Blog

After heading to Bermuda this weekend for the hedge fund conference (for the first time - open to suggestions) I'll be back in SoCal to chat at a Powershares event next week in Newport Beach, details below if you are interested:     SCHEDULE1:00 PM – 1:30 PM  Lunch & Registration 1:30 PM – 3:30 PM  ProgramProgram Eligible for 2.0 Hours of CFP and Non-IMCA CE...

Including Trading Economics, Jason Hsu's blog, and the Institute for International Economics.

Back in September 2007 and October 2008 we talked a bit about applying a simple timing rule to the housing markets.  We found that using a simple trendfollowing approach to the housing indices would have worked nicely if someone could "time" the housing market.  While the housing market is illiquid (and unfortunately, and surprisingly to me, the housing futures...

The topic that gets the least amount of responses on the blog is FX (for a lot of reasons).  But a quick question for the FX nerds on the list, have you seen any papers as to which currency valuation method has worked the best in the past? Lots of acronyms here, (PPPs BEERs CHEERs and PEERs) but I don't...

I forgot to post this last week, but Charles Skorina, who is the resource for all things endowment and CIO related, is co-sponsoring a contest and the winner gets a free pass to Drobny's annual macro conference (open to only 100 or so mostly buy side managers only).  See below:  Announcing the Skorina/Drobny Best Trade Idea Contest:    Maybe nobody invited you to...

Jeremy Schwartz, the director or research over at WisdomTree, is one of my favorite writers to follow (you can find his archived commentary under Institutional Reads > WisdomTree in the blogroll or here.) A couple fund reads: The Importance Of Dividends And Buybacks* Ratios For Gauging Equity Values When Will Apple and Google Start Paying Dividends? The last paper has a chart that...

Banff Mountain Film Fest. Check here for schedule when they may be near you. [youtube https://www.youtube.com/watch?v=DHDGv1RR2v4?feature=player_embedded]

Its been a tough few years for a lot of FX funds (although this year has been a little better). If you are leaving a FX fund like FX Concepts or desk at a bank we would like to hear from you so drop me an email.

I will be in New Orleans Friday if anyone wants to meetup for lunch or a coffee. Also on the calendar are: Bermuda speaking at Global Hedge Fund Summit, April 15th-17th, and Georgia, Alabama, and France dates TBD in next two months. (If that is not the oddest travel schedule I don't know what is.)

Way back in the fall of 2008 we had two funds that were to going to launch as ETFs.  One was an endowment style global tactical ETF (ticker symbol IVY) and the other was a global listed hedge fund ETN.  We were partnering with Claymore (now Guggenheim) as the sub-advisor, as well as one of the world's most famous...