Meb Faber Research – Stock Market and Investing Blog

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...

The Visual Guide to Investing Series.  Literally had a book proposal for "The Visual Guide to Investing".  Brilliant: Bloomberg Visual Guide to Financial Markets

It has been over 5 years and 1,000 posts since I started writing, so I thought I would dig through  the archives and touch on a few of my favorite posts, and maybe some of the dumber/better ideas over the years...but to start, below is the very first post to the blog. For the 2 of you that have...

This story made news when Buffett and Protege made a 10-year bet over which investment would outperform:  US stocks (S&P500, made by Buffett) or a select group of hedge fund of funds (not disclosed for some odd reason). "All of which leaves tortoise and hare gasping alongside each other at the end of four years -- and having absolutely nothing...

Investors shouldn't pay much for buy and hold portfolios.  Honestly they shouldn't pay anything on top of the 0.30% in fees one would pay for a portfolio of indexed ETFs or mutual funds (we detailed a few of these in our book The Ivy Portfolio).  Now, if you have a killer advisor that is doing tax harvesting and/or adding...

I've written dozens of posts here on the blog since '06 on the topic of 13F research (older post here for example).  An analyst and I used to cobble together the 13Fs and backtests by hand, a long an arduous process.  However, over the years that process has allowed a number of insights to flow through that are hard...

In addition to the Hedge Fund Market Wizards book pre-ordered, I thought I would pass along a few more reads in the mail or pre-ordered, including a few that may be decent contrary indicators....  

Looks like Schwager is putting out a new version of his famous Market Wizards series.  Personally I'd like to see a "where are they now" from the past few books. (His other books here.) Hedge Fund Market Wizards Table of Contents Introduction Part I: Macro Men Chapter 1 Colm O'Shea: Knowing When It's Raining Chapter 2 Ray Dalio: The Man Who Loves Mistakes Chapter 3 Scott...