Meb Faber (@MebFaber) started following @heykayadams on Oct 8, 2024

RT @UpAndAdamsShow: After yesterday's breakout game against the #Panthers, are we finally witnessing the evolution of #Bears QB Caleb Willi…

Oh boy - lots happening at the moment with our guy Adams … he won’t be on TOMORROW. Sorry bout that and stay tuned. 👀

Why are the @Polymarket odds breaking out for Trump? Hurricane response? @callherdaddy or @60Minutes interview? @DavidSacks market order? https://t.co/Txa4izALYJ

Global equity return composition https://t.co/1GX0C6rFgE

Shareholder yield various in regions https://t.co/iN6ICReEbE

Here are a couple of fun charts from the always great @JPMorganAM guide to the markets... All time highs are bullish https://t.co/Q1vfgEmqOD

Here's some examples, give them a listen... https://t.co/L7TScB9Gfi

T-Bills and Chill https://t.co/48FUcTkycr

Here is "What is the Safest Investment Asset" https://t.co/xEtIGyYeYa

Here is the AI deep dive on our recent paper "The Bear Market in Diversification" 90% there? 95%? https://t.co/aJadmiP48I

Investing quote of the day: https://t.co/6HEf4eCS7K

at least online, Casatlantic's El Jadida chinos kind of look like this cut. but I haven't handled them and shopping from an overseas store always comes with some risk, as returns can be complicated. just putting it out there. https://t.co/V4Wa9sek73

the perfect pants https://t.co/ZDWfBrV8ES

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Had my first holy sh!t moment with AI today. To date for me AI has mostly been a curiosity. Interesting, cool, funny, weird. But I uploaded the new edition of our Shareholder Yield book to NotebookLM and turned it into an audio Deep Dive podcast. Mind blown. Honestly

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🤯 https://t.co/1dqQBfFKyy

Got defeated by my son this week. Word of the day was "spiky eyebrows" https://t.co/2aoQm7mqi2

Simplify’s Jason England and @EMcArdleInvest discuss the latest job and unemployment numbers, the implications for the market, and provide actionable takeaways for investment portfolios. Watch here: https://t.co/hOSrAtoqNK https://t.co/TtqWzLLuxD

The Simplify Health Care ETF $PINK delivers an alpha-seeking active approach to health care equity investing while donating all management profits to @SusanGKomen. Learn more about PINK: https://t.co/HfXTGX56Fp https://t.co/kdxRibF7mC

Pandemics, assassinations, market crashes, potential world wars…maybe the real treasures are the memes (and friends) we made along the way ❤️🥹🤦🏻‍♂️

Rock solid and concrete reasons from @ChrisSemenuk on why investing in American #reshoring requires an active approach…don’t take it for granite! #MadeInAmerica $RSHO 🇺🇸🏭🪨

RT @PeterMallouk: The stock market is the opposite of a casino. The longer you play, the higher the odds you win. https://t.co/mqGvmqCwF2

I made a tracking error calculator using geometric brownian motion. Advisers and sub-advisers tell me education is a big barrier to direct indexing adoption. If that's true, let's get creative with explaining new concepts. #investing #riskmanagement https://t.co/TD8YQbdzWw

Tax-Loss Harvesting Is Tax Deferral The Nuance: Tax-loss harvesting provides an immediate tax deduction, but it comes with caveats: - It lowers your portfolio's cost basis. - You'll face a larger tax bill when you decide to sell. https://t.co/AHphfnfQTm #tax #investing https://t.co/ZQSTJarxfx

RT @MstarArmour: I'm intrigued by the filing for a new ETF, $TAX, brain child of @MebFaber and @alphaarchitect. It appears to create a pat…

Broncos by 100

I don't think anybody gets the reference - this was from 50 years ago in response to @Vanguard_Group and other index funds 🤣

I don't thing any of the responses get the reference - this was from 50 years ago in response to @Vanguard_Group and others 🤣

Bought and ready to be framed https://t.co/r1YYR8k6f8

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

Here's my take almost a decade ago! "Should Harvard's Endowment be Managed by a Robot?" https://t.co/8wKWWt9PZ6

I wrote about this use case a long time ago, it's good to see this idea gaining traction. I'm unsure why more non-profits/organizations don't go this route with a passionate user base.

https://t.co/6mjZjXz9QG

Awesome episode with Brad Gerstner (@altcap)! We cover: - The AI supercycle - Stock-based compensation - Lessons from Buffett - @InvestAmerica24 🇺🇸 https://t.co/GQpjLTarbU Don't miss this one! https://t.co/ji43uzVR17

Investing quote of the day: https://t.co/eY4kGQi3Oy

RT @MebFaber: "When you lose a little bit of conviction in any trade, just get out. Don't take 20% off. Don't think it's gonna get better.…

RT @MebFaber: One more hint: this market is younger than Jennifer Lawrence

This week's newsletter discusses the process of deciding when to exit an investment. https://t.co/O2MCvchTbg

The investment universe for individual investors is expanding (a good thing!) and introducing folks to some potentially less familiar territory. I'm here to help fill in the blanks with information backed by experience. Read more and subscribe👇 https://t.co/DvLVs8TSRI

If you truly understand the implications, this will be a tectonic shift for the asset management industry. More importantly, it will benefit all investors rather than only those accredited. Email [email protected] for more info. https://t.co/btMNJGguf5

https://t.co/btMNJGguf5

A: China, 1992

Answer is China, 1992.... Which, eventually, ChatGPT will tell you if you ask it in the right way...

Answer is China, 1992....which, eventually ChatGPT will tell you if you ask it in the right way....

Investing quote of the day: https://t.co/o6gYMbQ1T9

One more hint: this market is younger than Jennifer Lawrence

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I was recording a podcast today and learned an unbelievable stat. There is a country where the stock market increased 100% in a single day. First to name the country and year gets a @CambriaFunds hat Hint: It's not some hyperinflation scenario, and it's not a tiny country.

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Anybody create (or listen to) any great non-fiction audiobooks...ideally ones with a fair amount of tables and charts? Despite doing over 500 podcasts I've never recorded an audiobook and not sure how they handle the tables and charts... Thanks!

I'm beyond excited about the potential of @InvestAmerica24 🇺🇸 It would create a 401k-like investment account for all Americans at birth, seeded with $1,000 from the government, invested in the S&P 500. Episode with Brad Gerstner (@altcap) this Friday https://t.co/HaSUthwz23 https://t.co/hmr5QUtdW4

Investing quote of the day via @Naval: https://t.co/DEGlT5rc8u

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