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Meb Faber Profile picture
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25 Aug, 4 tweets, 3 min read
Who wants some PIZZA?

Today's guest was the CTO of @Microsoft, likes to find T-Rex bones, has a gazillion inventions, CEO of @IVinvents & @ModCuisine, & coauthored 1,700 page pizza book.

One of my favorite chats with the always curious @nathanmyhrvold!

mebfaber.com/2021/08/25/e34… Image
Here's the book....

amzn.to/3klLxOd Image
And here's the mac and cheese recipe I mentioned in the episode...seriously try it amazing

modernistcuisine.com/recipes/silky-…
Today's podcast is sponsored by @acretraderinc - check them out at acretrader.com/meb!

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More from @MebFaber

Meb Faber Profile picture
14 Jul
Couple fun outtakes...

instagram.com/p/CRRq0nSFnoA/…

via @barronsonline
me thinking ok maybe CA taxes worth it... Image
me thinking ok these railings are probably not up to code (that's from the article comments, maybe my favorite comment in a long time)

barrons.com/articles/cambr… Image
Read 4 tweets
Meb Faber Profile picture
7 Jun
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!
Read 4 tweets
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

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