Meb Faber Research – Stock Market and Investing Blog

(As a reminder, you can sign up for our email list here…) This article is an update to a piece we originally penned in 2020....

Sounds like fake news, but it's true (stat via Chris Bloomstran). $10,000 in BRK 60 years ago is over $600 million today vs about $5...

Shareholder yield strategies having a monster year via @MorningstarInc https://indexes.morningstar.com/insights/perspective/blt23276ca7e1be2d13/the-surprising-stocks-beating-the-market-in-2026

...other IPOs. But they all sorta stink via @DeutscheBank https://theideafarm.com/markets/ai-at-70-part-2-14-more-lessons-from-a-lifetime-of-boom-and-bust/

The strategy outlined in this paper, only buying risky bonds when the yield spread warrants it, would have had you 100% in T-bills at...

The @SpaceX IPO was so massive it instantly became a top 10 market cap stock. Since 1950, only one other company has that honor...any...

Imagine being a value bro from 1866 to 1926...worked even better!   Via @paradoxinvestor https://theideafarm.com/portfolio-management/the-cross-section-of-stock-returns-before-crsp-2/

Best analogy I've heard recently for the bear case on AI (via @unpopularvc) - AI firms are like the airlines. Amazing invention Changed the...

Fixed income returns have been atrocious, but most have not noticed. The #1 Best fund on this recent Morningstar list has zero real returns...

🇧🇷 Brazilian stocks were up 14% yesterday. 🇧🇷 Brazil was the world's 2nd cheapest stock market at the end of Q3. The media assumes...