Share this page!

Meb Faber Profile picture
Twitter logo
7 Jun, 4 tweets, 2 min read
Chatting investing in freeeeeedom!

I challenge you to listen to this podcast and not hum George Michael tunes the rest of the day.

Also included is a discussion of a true fintwit ETF success story, with appearances by Arnott and @alphaarchitect!

mebfaber.com/2021/06/07/e31… Image
...and shout out to the crew at @BitwiseInvest for sponsoring the show!
also might help to actually mention @Perth_Tolle too!

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Meb Faber

Meb Faber Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @MebFaber

Meb Faber Profile picture
7 Jun
Best Podcasts of the Week!

Investing: @TopTradersLive w/ @JasonMutiny, @chatwithtraders w/ Jim Mellon, @patrick_oshag & @InvestLikeBest w/ Dennis Lynch, Jonathon Jacobson & Staley Cates

The Rest: @Covel w/ @ScottONeil, @RyanHoliday w/ @chrisbosh
This was also great with @PeterAttiaMD but two months ago...

peterattiamd.com/jakemuise/
Here's mine 👇

First with @DianneMcKeever on activism & ESG: mebfaber.com/2021/05/31/e31…

Second with @vol_christopher on the optimal portfolio to hold for 100 years: mebfaber.com/2021/06/02/e31…
Read 4 tweets
Meb Faber Profile picture
4 Feb
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…
Read 7 tweets
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 Image
People love to justify high valuations due to interest rates, but at least historically, dark times ahead...

mebfaber.com/2021/01/06/sto…
Read 33 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

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get emails when @MebFaber has new unrolls!

Check out other threads from @MebFaber!

Read all threads by @MebFaber

:(