Meb Faber
@MebFaber
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Founder:@cambriafunds,@theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV Email: mf@cambriainvestments
Manhattan Beach, CA
Joined February 2009
The most significant development in the investing space over the past few years has been the launch of the 351 ETF Exchange. And yet 99% of financial advisors, founders, and VCs have never heard of it. Don't get left behind... https://t.co/2WHcSTlv1j
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Here is BPI’s Program Director, @scottcgerber, at Maplezone Sports Complex in Chichester, PA. This complex is a sprawling set of six turf fields that keep play going throughout beautiful fall days, even when it rains overnight.
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Shohei Ohtani is the first player in baseball history to strike out 10 batters, hit 3 home runs, and win $100m on a parlay on both happening.
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The largest stocks have underperformed over the last century by about 0.8 percent per year. Periodically, the largest stocks outperform. In the last century, this has happened: * 5 years or more, 7x * 10 years of more, 3x * 15 years of more, 1x (1946 to 1961) The current
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What's the best podcast episode you listened to this week? Include the link below!
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Cheap country stock markets below are up 40%+ YTD and now beating the S&P 500 over the last 1, 3, 5 years. 😱😱😱
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"The year-over-year persistence of active funds resembles a random walk." via @MorningstarInc
https://t.co/f9hgMylkRU
morningstar.com
Key takeaways for fund and ETF investors.
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Every investor who has no position in gold and the miners....
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24 of the world's largest 30 companies today are American and have little exposure to a possible Asian boom. via @gave_vincent
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Apple: https://t.co/T380OIGjlv Spotify: https://t.co/b9xeesl6Wf Show Notes: https://t.co/qyukB67CbO YouTube: https://t.co/00szA9pOj4
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Carl Richards (@behaviorgap) is on a mission to help you rethink your relationship with money. Our conversation touches on: • The emotional aspects of money • How our perceptions of wealth can be influenced by societal norms and personal experiences • Lifestyle inflation and
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For the rest of the excellent research report, go here! https://t.co/3tLQWuYopA
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US investor equity allocations are higher than during the Tech Bubble
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US assets are dominant in the World Portfolio, both in equities and bonds
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"Our long-term World Portfolio proxy, combining historical data for global equities, bonds and Gold, has returned 7.8% nominal and 4.1% in real terms annually since 1950"
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"Currently there are three major trends visible: (1) the equity weight relative to bonds has increased materially since the GFC although it remains below levels from the1990s, (2) both in equities and bonds the US has gotten a larger weight and is very dominant, and (3)
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One of my favorite papers of the year from podcast alum Peter at @GoldmanSachs focused on the Global Market Portfolio....a few stats and charts! "The World Portfolio is the sum of all investable assets globally, which we currently estimate to be roughly US$250trn, or 200% of
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Gonna be a lot of uncomfortable conversations at year end when people ask why their portfolio manager or advisor doesn't own any gold....been a menace this year!
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Sentiment check: 50 US equity ETFs (mostly market cap weight 🤮) 15 allocation funds (lots of love for NTSX and a few @CambriaFunds) 4 foreign equity ETFs 2 bitcoiners 0 bonds, real estate, commodities, gold, or emerging.
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