Meb’s Greatest Hits
I've been publishing papers, books, and blog posts for over 15 years, covering everything from asset allocation strategies and global value investing to farmland...
Investing in America Is Out
Friends,
This year, America turned 250 — and my new book tells the story of the 250-year bull market behind it:
Investing in America: The Rise...
Can You Beat A Low Cost ETF? Let’s Find Out
If you're on the board of a foundation or endowment, you now have a dilemma.
There exists an endowment stlye ETF, with all in fees...
The UK is the Buyback Capital of the World
via @SchrodersUS
https://theideafarm.com/markets/schroders-equity-lens-7/
Global Stock Market Valuations
Via The Idea Farm...go sign up to get updates...
Here are the global valuations as of June 30, 2026.
Quarterly CAPE Ratio Updates
Median CAPE Ratio: 2025%...
351s Going Mainstream
Both the WSJ and Bloomberg covered 351s recently.
#6 coming this fall. Get up to speed here: https://cambriafunds.com/351
Gravity (Eventually)
"Since 1957, the 10 largest stocks in the S&P 500 have underperformed an equal-weighted index of the remaining 490 stocks by 2.4% per year....
Join our Webinar on Thursday, August 13th
Following the successful launches of five 351 ETF conversions, we are now preparing to launch the Cambria Global EW 3 ETF (GEX) — offering...
Where is the Yield?!
One day there may be some juice in risky bond yields (relative to T-bills) but that day is not today...
T-Bills and Chill...Most of the...
