Mebanefaber - mebanefaber.com - Meb Faber Research - Stock Market and Investing Blog
General Information:
Latest News:
What Siegel is Missing 23 Aug 2013 | 02:35 am
Jeremy Siegel talks about CAPE in a recent FT article. He has a few criticisms, but misses the bigger picture in my opinion. 1. He talks about write downs and how that biases CAPE. The problem is, ...
What Siegel is Missing 23 Aug 2013 | 02:35 am
Jeremy Siegel talks about CAPE in a recent FT article. He has a few criticisms, but misses the bigger picture in my opinion. 1. He talks about write downs and how that biases CAPE. The problem is, ...
The Disruption Continues 22 Aug 2013 | 09:31 am
What used to be marketed as alpha is really just simple indexes once you shed some light on it….(Sculpture from Tim Noble and Sue Webster and HT: MS) If I were a high fee mutual fund complex I would s...
Dividend Yield Strategies in a Rising Rate Environment 20 Aug 2013 | 10:25 pm
Great stuff as always from the O’Shaunessey crew illustrating a few key points I agree with (my summary points): 1. US stocks are more expensive than most global markets (largely agrees with our CAPE ...
World CAPEs 20 Aug 2013 | 09:53 pm
I thought it would be interesting to visualize all of the countries and their 10 year PE ratios in one chart. Enjoy!
Rukeyser Reborn 19 Aug 2013 | 11:34 pm
I posted a series of investing ideas earlier in the year, and it is good to see people are tackling them! My friend Wes just launched TurnkeyStats in beta, which is a solid way to backtest allocation...
Does Global CAPE Work? 19 Aug 2013 | 12:48 am
With news Shiller and Gundlach are teaming up on some domestic CAPE funds, we turn our attention to our global CAPE work. From end of year 2012 values, you have performance from the following groups:...
Weekend Reads 17 Aug 2013 | 01:52 am
I have come to post most of my links and what I’m reading over on Twitter these days, so if you’re interested you can follow there at @MebFaber a few good links recently: Gundlach and Shiller team...
Ackman vs. Loeb vs. Soros vs. Icahn 14 Aug 2013 | 10:15 pm
It seems like the financial news consists largely of news items on what these four managers are up to. Who is buying Herbalife, what are they doing with Apple, what are they talking about on Twitter. ...
Undervalued Fantasy Players 14 Aug 2013 | 09:28 pm
I’ve chatted with the Sports Insights crew for a while on constructing quant ideas in the sports analytics world. They consistently do a good job, and one of their favorite concepts is betting agains...
