Meb Faber Research – Stock Market and Investing Blog https://mebfaber.com/ Stock Market and Investing Blog of Meb Faber Mon, 16 Mar 2026 16:04:38 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.5 108476735 Did You Miss the Value Trade? https://mebfaber.com/2026/03/16/did-you-miss-the-value-trade/ Mon, 16 Mar 2026 16:04:36 +0000 https://mebfaber.com/?p=20973 The value trade has already started…did you notice? via @verdadcap  

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]]> 20973 2026 Market Outlook! https://mebfaber.com/2026/02/17/2026-market-outlook/ Tue, 17 Feb 2026 16:24:00 +0000 https://mebfaber.com/?p=20962 The post 2026 Market Outlook! appeared first on Meb Faber Research - Stock Market and Investing Blog.

]]> 20962 Are the Rich Getting Richer? https://mebfaber.com/2026/02/16/are-the-rich-getting-richer/ Mon, 16 Feb 2026 19:19:09 +0000 https://mebfaber.com/?p=20958 “The rich are getting richer,” Arnott said. “Vastly so. But, it’s never the same people for long.” The name Rockefeller, for example, has been synonymous with vast generational wealth going back more than a century. You will not, however, find any Rockefellers on today’s Forbes 400 list of the wealthiest Americans, Arnott observed. “After a […]

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]]> 20958 What’s The Most Likely Stock Market Outcome? https://mebfaber.com/2026/02/04/whats-the-most-likely-stock-market-outcome/ Wed, 04 Feb 2026 20:53:14 +0000 https://mebfaber.com/?p=20951 Fun trivia Q: If you were to bucket US stock market returns for the past 100 years into 5% increments from -50% to +50%, which bucket would have the most years? (ie 0% to 5%, 5% to 10%, etc)  A big up year! via @DeutscheBank & @Finaeon  

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]]> 20951 5 Mistake Investors Make https://mebfaber.com/2026/02/02/5-mistake-investors-make/ Mon, 02 Feb 2026 20:49:42 +0000 https://mebfaber.com/?p=20949 5 mistakes investors consistently make, retail and pro alike… 1. Ignore fees and taxes.2. Own way too much in the local market. (ie U.S.)3. No exposure to real assets.4. No exposure to trend strats.5. No exposure to value (all market cap weight) I wrote this back in 2022. The nice thing about trend is that […]

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]]> 20949 Is 25% in Gold Too Much?! https://mebfaber.com/2026/01/30/is-25-in-gold-too-much/ Fri, 30 Jan 2026 15:46:00 +0000 https://mebfaber.com/?p=20947 Not according to my crazy uncle (not really) Marc Faber! In my old book Global Asset Allocation, the portfolio with by far the most in gold was Marc’s allocation (25%). It was also the only portfolio with positive real returns in each decade.

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]]> 20947 A Third of the Stock Market Trading at 10x Sales? https://mebfaber.com/2026/01/29/a-third-of-the-stock-market-trading-at-10x-sales/ Thu, 29 Jan 2026 20:45:48 +0000 https://mebfaber.com/?p=20944 via GMO

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]]> 20944 What’s the Next 40 Years Look Like? https://mebfaber.com/2026/01/15/whats-the-next-40-years-look-like/ Thu, 15 Jan 2026 16:41:19 +0000 https://mebfaber.com/?p=20919 Imagine telling someone 40 years ago that Japan would go from 40% of the global stock market to 5%. And the US would go from 30% to 64%. Where are we going over the next 40? via JPM Guide to Markets

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]]> 20919 The New Food Pyramid https://mebfaber.com/2026/01/13/the-new-food-pyramid/ Tue, 13 Jan 2026 16:39:21 +0000 https://mebfaber.com/?p=20915 Lots of chatter about the new Food Pyramid, which is a near inverse of the rankings of my childhood. Funny to see the consensus change over time – so long Frosted Flakes! The same is true for investing. What was once considered “good advice” 40 years ago is outdated today. Here’s my paper: The Investment […]

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]]> 20915 Why Crappy Mutual Funds Survive https://mebfaber.com/2026/01/10/why-crappy-mutual-funds-survive/ Sat, 10 Jan 2026 16:38:32 +0000 https://mebfaber.com/?p=20913 We’re still early…one reason that high-fee, crappy, tax-inefficient mutual funds survive – the education gap. None of the contestants on Jeopardy tonight knew what “ETF” stood for

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