Meb Faber Research – Stock Market and Investing Blog

I think there is a big need for a newsletter that focuses on public alternative and actively managed funds for the professional (and hobbyist/active individual) investor.  Most people have a difficult time making sense of the hundreds of offerings that are coming out on a daily basis in the ETF and mutual fund space.  Morningstar has the best research...

Kind of like the VIC, but instead of a $ prize you get a hedge fund job with base of $125K + bonus. Capitalist Collective HT:NG

We already had a blog reader win the $10,000 NAAIM prize, so maybe we can have another one win the chance to present your idea in front of hundreds of hedge fund managers and gazillions in assets under management.  (Both semi and finalists get free tix to the event.) I've never been but it has been on my to-do list...

Ok, so I finally am starting to crank out all of these research pieces I have been meaning to write for months/years, and the newest issue of CQR Monthy (err, should be called CQR Quarterly or CQR whenever...) should be out soon. In the meantime, a nice read from the folks at Vanguard, The Case for Indexing. While the % of...

My friend likes to call online and magazine articles "toilet reading" (well that is the SFW description), and he passed along enough reads for all of 2011.  Just as I was coming up for air from all the books I've finished, thank you very little friend (HT: AF) The Atlantic 100 Great Pieces of Journalism

DC all this week, NYC all next.  Drop me a line if you're around for a meetup.  And if you have any suggestions for things to do or places to eat please pass them along this gorgeous spring! ---- I have nine papers in various stages of completion.  Looking forward to post-June travels and getting them out... ---- If the next 200 pages...

As I sit in the Charlotte airport en route to Savannah, I am reminded of two things - 1) why doesn't every airport/hotel (esp the $400 hotel) have free wifi? and 2) what a wonderful book Being Wrong: Adventures in the Margin of Error by Kathryn Schulz is. It is especially interesting in our field, and as old Maynard...

A couple years ago we did a few studies on gold, examining how gold and gold stocks performed: Gold Miners / Bullion Ratio "The ratio is around .86 – near the lowest reading ever. Absolute returns for this decile have been strongly positive at 14%, 20%, and 43% for the following 3,6,12 months,...

Today at the R Finance conference in Chicago and Tuesday at NAAIM in San Diego. Come say hello!

There was lots of news recently centering around PIMCO's decision to launch an actively traded ETF version of their flagship Total Return Fund.  This is notable as the fund is the largest mutual fund in the world weighing in at $235B.  That makes the mutual fund about 50x bigger than the entire active ETF space is currently. While notable, I...