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Mebfaber.com news digest

  • 12 days

    What’s the Next 40 Years Look Like?

    Imagine telling someone 40 years ago that Japan would go from 40% of the global stock market to 5%. And the US would go from 30% to 64%. Where are we going over the next 40? via JPM Guide to Markets
    The post What’s the Next 40 Years Look Like? appeared first on Meb Faber Research - Stock Market and Investing Blog....

  • 14 days

    The New Food Pyramid

    Lots of chatter about the new Food Pyramid, which is a near inverse of the rankings of my childhood. Funny to see the consensus change over time – so long Frosted Flakes! The same is true for investing. What was once considered “good advice” 40 years...

  • 17 days

    Why Crappy Mutual Funds Survive

    We’re still early…one reason that high-fee, crappy, tax-inefficient mutual funds survive – the education gap. None of the contestants on Jeopardy tonight knew what “ETF” stood for
    The post Why Crappy Mutual Funds Survive appeared first on Meb Faber Research - Stock Market and Investing Blog....

  • 19 days

    Is It Time for Equal Weight?

     via Biello “The S&P 500 has outperformed the S&P 500 Equal Weight Index by 34% over the past 3 years, the widest 3-year performance gap in history. The prior record was 32% outperformance from 1997-1999 which was followed by a sharp reversal...

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