Meb Faber
@MebFaber
2.6K Following 143.9K Followers
If you're at a wirehouse your clients likely can't buy this ETF:
$1 billion in AUM
10+ year track record
⭐️⭐️⭐️⭐️⭐️
Outperformed 96% of peers in category
You also can't serve clients with 351 ETF exchanges.
But good news....we got a hot allocation to this closed end private credit fund!
Rough opportunity set TBH.
Show more
US stocks crushed everything for a long time.
via @SchrodersUS
Tomorrow, Wed, Thursday.
NC peeps come join!
Investing Quote of the Day: "Investors long for steady waters, but paradoxically, the opportunities are richest when markets turn turbulent." - Roger Lowenstein (@RogerLowenstein)
Show more
Just buy some ETFs and call it a day.
There is a reason why such funds have historically been only open to the wealthy.
They are opaque — which, among other things, attracts bad actors.
The bottom end of the market is rife with fraud.
Show more
Stocks with a historical beatdown of bonds
via @GoldmanSachs
𝗦𝗵𝗼𝘂𝗹𝗱 𝘆𝗼𝘂𝗻𝗴 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗮𝗹𝗹𝗼𝗰𝗮𝘁𝗲 𝟭𝟬𝟬% 𝘁𝗼 𝗨.𝗦. 𝘀𝘁𝗼𝗰𝗸𝘀?
"I definitely recommend young people go 100% in stocks on their investment portfolio."
"But as you get older, you should be more risk averse actually, because you have left time to recover and your human capital gets diminished."
-- Roger Ibbotson
🍎 Apple:
📺 YouTube:
Show more
Hyperscalers cash vs. accounting earnings
via @OneCarlyle
Tech IPO tend to outperform other IPOs
via @DeutscheBank
What if global diversification didn’t require selling your winners?
With a 351 ETF Exchange, eligible investors can contribute appreciated shares to the 𝗖𝗮𝗺𝗯𝗿𝗶𝗮 𝗚𝗹𝗼𝗯𝗮𝗹 𝗘𝗪 𝟯 𝗘𝗧𝗙 (𝗚𝗘𝗫) and receive ETF shares in return.
Email us if you would like to participate or learn more: 351@cambriainvestments.com
𝗗𝗲𝗮𝗱𝗹𝗶𝗻𝗲: October 1, 2026 (2 weeks)
𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲:
Show more
If Berkshire had declined 99% today on this news, Buffett would still have outperformed the S&P 500 since 1965.
My favorite statistic in all of investing via @ChrisBloomstran
Legend.
$1,000 invested when Warren Buffett took over Berkshire in 1965 would be worth ~$61M today, vs $462k if you put it in the S&P 500
Berkshire returned an annualized 19.7% vs 10.5% for the S&P
Show more
The #1# Best fund on this list has zero real returns for....
...squints....
...20 years.
HT StandPoint
Investing Quote of the Day: "These bubbles and crises seem to be deep-rooted in human nature and inherent to the capitalist system." - Liaquat Ahamed
Forgot I had kids soccer.
If anyone wants to sneak in as me let me know!
Hello LA. Come hang out tonight at the Vermont theater in Hollywood
Said differently, 20 out of 24 underperformed the endowment style ETF.
80% is high, though. My best guess is that, over time, about 2/3 of pensions and endowments will underperform the endowment investable benchmark ETF.
Monster returns for the Heels, Cavs, and Buffs!
Show more
Shareholder yield strategies having a monster year
via @MorningstarInc
Fun pod, @TruthGundlach making the case for equal weight over market cap
The only guide the Fed needs.
North Carolina, next week, come say hi (and get a free book!)
Investing Quote of the Day: "Your ancestors created money because they had too little and what they had barely worked. Our generation made crypto because it had too much money and it worked so well." - Joseph Moore (@drjoemoore)
Show more
