Meb Faber (@MebFaber) started following @evantindell on Oct 2, 2024

RT @BiremeCapital: https://t.co/ik6RhN1CnA Japan is the world's fourth largest economy. It is home to many high-tech companies that form c…

We published our piece on Japanese stocks. https://t.co/9BadY6v2mY Sorry for the wait! Key facts like - cheap valuations at 50% EV/EBIT of US stocks - quality companies with strong positions in their niche - corporate governance momentum - increasing M & A activity https://t.co/RlNbqCbDdP

In 2007, everyone wanted the "BRICS". India and China both had long term PE ratios of 50. After going nowhere for a long time, stunning to see them diverge so much since 2020. India CAPE above 40 again, China.....12. https://t.co/a9GJuiNUXi via @Barclays https://t.co/efOSLtMMR5

friend suggested this link of resources https://t.co/3ejorhGQ7z

Hard to hear and see the updates from my NC friends. Any locals have the best way to help out from afar let us know...

Here is the US as a % of global market cap and as a % of GDP. It cuts off in 2020, it would be well north of 60% again for market cap. Note this is investable. Source: @GlobalFinData and @UBS DMS crew (had to eyeball the market cap). https://t.co/9WhfWPA95L

Once people understand this deeply, the $100 billion in mutual fund to ETF conversions will look puny. Open enrollment 351 ETF conversions will be the most significant shift in the asset management industry in years. Previously only available for accredited/qualified investors

There was nothing I wanted more as a kid than a Pete Rose Sportflic. The only way you could get one is if you bought a @7eleven slurpee. So I flipped through the stack of cups until I found one and slid it out. Once we got back to the car my older brother said if I didn't

https://t.co/9BwPaVHEoq

If you're a taxable investor, you really don't want lots of dividends. In fact, you probably don't want any dividends at all. https://t.co/DVLxwTfRpi

Historically when risky bonds don't have much (or negative) yield relative to Tbills it's been a dark and scary place to be... https://t.co/qrK6cMKRDB

Investing quote of the day: https://t.co/2CU8eQlQbx

Can add Harvard to this list with CalPERs but we know the answer already https://t.co/e4YfvEompS

Investing quote of the day: https://t.co/G9RHSrPvox

On this episode of Jill on Money, Jill Schlesinger sits down with Bill McBride, housing analyst and author of the @calculatedrisk blog, to discuss the history of the housing market and how we should think about real estate investing today.!🆕🎥🌴 ▶️ https://t.co/D0ahWSyZzI https://t.co/HQgH9Af6Hy

RT @fundstrat: There is a case that the US economy looks #earlycycle (=good) - was a recession in #housing #autosales #durables 🥲 - priva…

"Do you remember that survey in the @WSJ where there asked people in different countries if it was a good idea to start a business? In Japan it was like 6%, in Europe 12%, and in America 94%." @fundstrat on @TheCompoundNews https://t.co/eSH2VEry0A

Any good investing / money YouTube channels for young kids (like late elementary or middle school).

RT @DrJBhattacharya: Pew study: in the covid era, one fourth of all countries, including Canada, arrested people for the crime of worshippi…

RT @MartinShkreli: wait is there an unreleased Mozart album?

I share tips on how to be more productive and consistent in my weekly newsletter. Subscribe at the link in my bio!

At 46, I'm in the best shape of my life. My relationships are stronger than ever. My productivity is at its peak.  The common thread? It's not genetics, willpower, or luck. It's that I do what I say I'm going to do. Every. Single. Day.

RT @Jesse_Livermore: This discussion was REALLY GOOD. Highly recommended. Key insight: Distraction comes from inside you, not from outside…

https://t.co/A87cw0Y9bz

Has anyone seen a Harris/Walz flag in the wild? Been in four states in the last 10 days and yet to see one. ¯\_(ツ)_/¯

ETFs eating the asset management industry, but a long way to go.

What's the best podcast episode you listened to this week? Include the link below!

RT @TheIdeaFarm: Legendary investor Rob Citrone is bullish on Argentina 🇦🇷 "This guy [@JMilei] is revolutionary in what he's doing, and he…

1031, but for stocks

Investing quote of the day: https://t.co/M8njjeCvxo

The paper continues to elucidate the game theoretic nature of trading in competition and shows how equilibrium strategies arise as the limit of a dynamic set of adjustments traders make to one another.

The paper contains a link to a GitHub repository with implementations of all the algorithms in the paper. It was written by @vragulin who was immensely helpful during the process of writing the paper.

RT @DiegoMac227: 🇦🇷I Hermosa la niña esperando para saludar a Milei y le envía un mensaje: VIVA LA LIBERTAD CARAJO. https://t.co/BmWnu8252H

RT @alejandronimoAr: Hermosa niña que va a crecer en un país de la libertad y será feliz sin falso estado de bienestar, gracias a @JMilei…

Portland next few days, DM me if you wanna say hi!

Investing quote of the day: https://t.co/uUOXqEdVPR

This is why Costco has 50 P/E

What's a great spot in Seattle area to grab a dinner bite in the rain?

Reading @Downtown book on the plane ... https://t.co/rH45ouGxBS https://t.co/9WHfCc47dx

"This is an AI fueled, growth dominated, bull market." -- Rob Arnott 🎙️ Listen: https://t.co/idRMNOWnNM 📺 Watch: https://t.co/VhNkobn6jm https://t.co/Pz7UuU27qC

Investing quote of the day: https://t.co/QQft0xwbSy

RT @NomadicSamuel: The welcoming committee is ready! 💫 https://t.co/1y5uryYF7Z

Back to Buenos Aires to feast and then home to Canada for the summer. 🇦🇷🇨🇦 Watch ya'll up to ⁉️ https://t.co/CCxqlV9B8m

Anybody have this plotted on the same chart for past 100 years or to 1900? US stock market cap as % of world Vs US GDP as % of the world First that finds it or creates it gets a @CambriaFunds hat cc @GlobalFinData

Investing quote of the day: https://t.co/kv4oYq7f8t