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Meb Faber Profile picture
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4 Feb, 7 tweets, 2 min read
If you're feeling bummed out, or left behind, or taken advantage of....keep your head up.

All the greatest traders in the world have lots of painful losing trades.

Commit to a lifetime of learning, and as @RobertDowneyJr once said, "Remember the stitches..."
Here's some great books ⬇️ to start the journey

mebfaber.com/2019/08/29/lea…
And don't feel too bad, Batista lost like $30 billion.

Here's a 4 part series we did this year that could be helpful for many...

First in podcast format

mebfaber.com/2020/03/18/epi…
And written

The Get Rich Portfolio

mebfaber.com/2020/03/03/the…
The Stay Rich Portfolio

mebfaber.com/2020/03/05/the…
How I invest

mebfaber.com/2020/03/09/how…
Investing in a time of Corona

mebfaber.com/2020/03/15/inv…

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More from @MebFaber

Meb Faber Profile picture
4 Feb
As my southern grandmother would have said, "What in tarnation?!"

Below is a list of my favorite charts demonstrating the US stock market is bubbly, bubbly, bubbly...

You may not agree, but it should give you pause...and at least reflect!

Any I missed?
This will be a big airdrop of charts so strap in!

First up, valuations...everyone loves to dunk on me for CAPE ratio valuations, but as you will see these are the least extreme indicator...

US stocks expensive (rest of world, cheap!)

mebfaber.com/2020/01/10/the…

HT: @GlobalFinData
People love to justify high valuations due to interest rates, but at least historically, dark times ahead...

mebfaber.com/2021/01/06/sto…
Read 21 tweets
Meb Faber Profile picture
5 Jan
1/ There are a lot of investment sayings that get repeated by individual & professional investors alike.

One I hear parroted over and over again is a variation of “high stock valuations are fine since interest rates are low”.

But did you ever stop and ask, “Is that true”?
2/ This thread was inspired by a tweet poll I did a few years ago, in which I asked, would you still own stocks if they reached 10-year price to earnings (CAPE) ratio valuation multiples of 50-, or 100-times earnings.
3/ And I was shocked, but most said they would still own stocks at 50, and many (a third!) said they would own them at essentially any price (100).
Read 84 tweets
Meb Faber Profile picture
4 Sep 20
Fun 2012 blog post on bonds...will update to 2020 tomorrow...

"I spend a lot of time chatting with institutions, and universally everyone hates bonds. HATES them. Everyone KNOWS bonds are in a bubble....
... You can see in the below chart from Barron’s and Bespoke that there is not more consensus anywhere than being bearish on bonds.

Can you fathom US 10-Year Bonds yielding .5%?

No? Well take a look at this old chart we updated from The Japan Playbook :
Now many people are thinking about what to do with their bond holdings after this rally…it is instructive to take a look a Japan and how their bonds have performed as we think that is one of the best comparisons.
Read 6 tweets
Meb Faber Profile picture
8 Jul 20
So, we've been curating and sharing the top investment podcasts on TheIdeaFarm.com the past few years.

Now we've packed them into @Spotify playlists and sharing them w/ fintwit.

If you're stuck in quarantine, or planning a gap year (or skipping) a MBA this is for you!
Over 300 hours of free content across hundreds of different guests and hosts...

Here goes:
2017
open.spotify.com/playlist/7H95X…
Read 8 tweets
Meb Faber Profile picture
25 May 20
Over half of mutual fund assets are held by Baby Boomers. As they pass along, those assets will not stay (or go back to) expensive mutual funds...

...a few charts from Investment Company Fact Book
Assets moving out of active mutual funds, but still where the majority of $ sits...
viewed cumulatively...
Read 6 tweets
Meb Faber Profile picture
22 Mar 20
If you’re an investor feeling anxious and scared, let’s spend an hour together....

My sweet sweet monotone will calm your nerves.

Here’s my game plan in the coming weeks and months...:

breaker.audio/the-meb-faber-…
That said, I think the news flow will get a lot more scary the next two weeks as the virus gets more real and personal for Americans (as we soon know someone who has it or famous people pass away).

Even more important to have a plan...
I/my company plan on scaling out of our tail risk positions every 5% down.
Read 6 tweets

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