All articles from Meb Faber
Changing Your Mind
“One of the hardest things to do in the investment business is to significantly change your allocations after you’ve been right” – Jeff Gundlach Explains so much in our world….really good segment. Min
Not Disrupted….Yet
There’s about $700 billion in tax inefficient asset allocation mutual funds that charge > 0.5%. There’s about $20 billion in asset allocation ETFs that charge < 0.5%. (We have three of these.) I alway
Are We Spending Too Little On AI?
Fun chart via UBS The post Are We Spending Too Little On AI? appeared first on Meb Faber Research - Stock Market and Investing Blog.
Was It Earnings Growth, or Multiple Growth?
Has the US outperformance since the GFC come from relative growth or valuation expansion? “Both contributed, but there was more coming from the richening.” – Antti Ilmanen of AQR
Cheers! (This is as good as it gets…)
https://www.bloomberg.com/news/videos/2025-11-03/-this-is-as-good-as-it-gets-meb-faber-video The post Cheers! (This is as good as it gets…) appeared first on Meb Faber Research - Stock Market and Inve
1,000 Millionaires
Did you know the US added 1,000 millionaires every day last year? Lots of other mind blowing facts from the Idea Farm’s top 50 facts of 2025! The post 1,000 Millionaires appeared first on Meb Fabe