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“One of the hardest things to do in the investment business is to significantly change your allocations after you’ve been right” – Jeff Gundlach Explains so much in our world….really good segment. Minute 30 on Podcast
The post Changing Your Mind appeared...
There’s about $700 billion in tax inefficient asset allocation mutual funds that charge > 0.5%. There’s about $20 billion in asset allocation ETFs that charge < 0.5%. (We have three of these.) I always assumed that multi-asset ETFs would eat the mutual funds’ lunch. But it hasn’t happened yet. Of all the areas where ETFs […]
The post href="https://mebfaber.com...
Fun chart via UBS
The post Are We Spending Too Little On AI? appeared first on Meb Faber Research - Stock Market and Investing Blog.
Has the US outperformance since the GFC come from relative growth or valuation expansion? “Both contributed, but there was more coming from the richening.” – Antti Ilmanen of AQR
The post href="https://mebfaber.com/2025/12/08/wa...
https://www.bloomberg.com/news/videos/2025-11-03/-this-is-as-good-as-it-gets-meb-faber-video
The post Cheers! (This is as good as it gets…) appeared first on Meb Faber Res...
