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Demographics and Some Uncomfortable Truths
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Demographics and Some Uncomfortable Truths
Well That Was A Surprise…
New Book
Emerging Market Models
Bear Markets in the DJIA 1899-
New Books
Sentiment Update
Sitting on the Valuation Mountaintop
New Curated Investment Research Offerings
$100k Paper Competition
Get the Latest from World Beta
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http://www.mebanefaber.com/2011/10/12/demographics-and-some-uncomfortable-truths/ | Demographics and Some Uncomfortable Truths |
/about/ | Mebane Faber |
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http://www.mebanefaber.com/2011/10/11/well-that-was-a-surprise/ | Well That Was A Surprise… |
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/about/ | Mebane Faber |
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http://www.mebanefaber.com/2011/10/10/emerging-market-models/ | Emerging Market Models |
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http://www.mebanefaber.com/2011/10/05/bear-markets-in-the-djia-1899/ | Bear Markets in the DJIA 1899- |
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http://www.mebanefaber.com/2011/10/04/sentiment-update/ | Sentiment Update |
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http://www.mebanefaber.com/2011/10/03/new-curated-investment-research-offerings/ | New Curated Investment Research Offerings |
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http://www.mebanefaber.com/2011/10/03/100k-paper-competition/ | $100k Paper Competition |
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http://www.mebanefaber.com/page/20/ | 20 |
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http://www.mebanefaber.com/page/96/ | Last |
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external links
address | anchor text |
---|---|
http://feeds2.feedburner.com/blogspot/qEOb | World Beta RSS |
http://www.ft.com/intl/cms/s/0/d9129f66-e9d8-11e0-bb3e-00144feab49a.html#axzz1aZTE5bZI | I read this article on the plane en route to London |
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=962461 | A Quantitative Approach To Tactical Asset Allocation |
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1585517 | Relative Strength Strategies for Investing |
http://econompicdata.blogspot.com/2011/10/emerging-market-rotation-strategy.html | Jake at Econompic Data on timing models in emerging markets |
http://www.leutholdgroup.com/green_book | monthly Green Book, a must read |
http://www.amazon.com/gp/product/0684872986/ref=as_li_ss_tl?ie=UTF8&tag=worbet-20 | Grand Pursuit |
http://www.amazon.com/gp/product/0132616254/ref=as_li_ss_tl?ie=UTF8&tag=worbet-20 | The Inner Voice of Trading |
http://www.researchaffiliates.com/ideas/pdf/fundamentals/Fundamentals_Sep_2011_King_of_the_Mountain.pdf | King of the Mountain (PDF) |
http://www.cxoadvisory.com/blog/ | CXO |
http://turnkeyanalyst.com/ | Turnkey Analyst |
http://www.whiteboxselectedresearch.com/ | Whitebox Selected Research |
http://www.whiteboxselectedresearch.com/wp-content/uploads/2011/09/WBA.8-15-11.7.pdf | “Bullish on America” |
http://www.pionline.com/article/20111003/REG/110939983&fromRSS=true | AQR is offering a $100k prize for a research paper competition |
http://www.shareasale.com/r.cfm?b=173171&u=384233&m=21109&urllink=&afftrack= | img |
http://feeds2.feedburner.com/blogspot/qEOb | RSS |
http://feedburner.google.com/fb/a/mailverify?uri=blogspot/qEOb | |
http://www.constantcontact.com/safesubscribe.jsp | |
http://www.facebook.com/mebanefaber | |
http://www.twitter.com/mebfaber | |
http://www.linkedin.com/in/mebanefaber | |
http://www.amazon.com/gp/product/1118008855/ref=as_li_ss_tl?ie=UTF8&tag=worbet-20&linkCode=as2&camp=1789&creative=9325&creativeASIN=0470284897 | Ivy Portfolio Book by Mebane Faber |
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=962461 | A Quantitative Approach To Tactical Asset Allocation |
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1585517 | Relative Strength Strategies for Investing |
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1862386 | Politics and Profit |
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1862355 | What if 8% is Really 0%? |
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1908469 | Where the Black Swans Hide and the Ten Best Days Myth |
http://papers.ssrn.com/sol3/Delivery.cfm/SSRN_ID1923387_code649342.pdf?abstractid=1923387&mirid=1 | Learning to Love Investment Bubbles |
http://www.cambriainvestments.com/ | Cambria Investment Management |
http://alphaclone.com/ | AlphaClone |
http://www.theivyportfolio.com | The Ivy Portfolio Homepage |
http://www.hedgefundletters.com | Hedge Fund Letters |
http://abnormalreturns.com/ | Abnormal Returns |
http://wallstreetsheet.com/ | Wall Street Sheet |
http://economistsview.typepad.com | Economist's View |
http://www.thekirkreport.com/ | The Kirk Report |
http://www.nakedcapitalism.com | Naked Capitalism |
http://thereformedbroker.com/ | Reformed Broker |
http://www.dimensional.com/famafrench/ | French Fama |
http://www.csidata.com/ | CSI Data |
http://etfdb.com/ | ETFdb |
http://www.pfinance.com/analysis-blog/ | Palantir |
http://investimonials.com/ | Investimonials |
http://finviz.com/ | FinViz Futures |
http://www.mscibarra.com/legal/index_data_additional_terms_of_use.html?/products/indices/international_equity_indices/gimi/stdindex/performance.html | MSCI BARRA |
http://www.globalfindata.com/ | GFD |
http://www.ndr.com | Ned Davis Research |
http://www.mcoscillator.com/learning_center/weekly_chart/ | McClellan Charts |
http://www.reit.com/ | NAREIT |
http://www.econ.yale.edu/~shiller/data.htm | Robert Shiller |
http://research.stlouisfed.org/fred2/ | St Louis FRED |
http://www.ralphvince.com/ | Ralph Vince |
http://www.wrenresearch.com.au/downloads/ | WREN |
http://www.boston.com/bigpicture/ | The Big Picture Boston |
http://www.veryshortlist.com/ | Very Short List |
http://ourfutureistbd.com/ | TBD |
http://www.getmilkshake.com | Get Milkshake |
http://netted.net/ | Netted |
http://www.brainpickings.org/ | Brain Pickings |
http://www.farnamstreetblog.com/ | Farnam St |
http://www.wired.com/wiredscience/frontal-cortex/ | Frontal Cortex |
http://instapundit.com/ | Instapundit |
http://www.kottke.org/ | Kottke |
http://longreads.com/ | Longreads |
http://www.marginalrevolution.com/marginalrevolution/ | Marginal Revolution |
http://nudges.org/ | Nudge |
http://www.howtobearetronaut.com/ | retronaut |
http://judson.blogs.nytimes.com/ | The Wild Side |
http://www.10qdetective.blogspot.com/ | 10Q Detective |
http://turnkeyanalyst.com/ | Turnkey Analyst |
http://www.automated-trading-system.com/ | Automated Trading System |
http://alephblog.com/ | Aleph |
http://blog.alphaclone.com/ | AlphaClone Blog |
http://www.jamesaltucher.com/ | James Altucher |
http://www.allaboutalpha.com/blog/ | All About Alpha |
http://www.bespokeinvest.com/ | Bespoke Investment Group |
http://www.capitalspectator.com/ | Capital Spectator |
http://mjperry.blogspot.com/ | Carpe Diem |
http://stocksbelowncav.blogspot.com/ | Cheap Stocks |
http://www.hedgefundletters.com | Hedge Fund Letters |
http://www.crossingwallstreet.com/ | Crossing Wall Street |
http://www.cxoadvisory.com/blog/ | CXO Advisory |
http://www.dailywealth.com/ | Daily Wealth |
http://www.dealbreaker.com/ | Dealbreaker |
http://nickgogerty.typepad.com/designing_better_futures/ | Designing Better Futures |
http://disciplinedinvesting.blogspot.com/ | Disciplined Investing |
http://dshort.com/ | dshort |
http://econompicdata.blogspot.com/ | EconomPic Data |
http://blog.empiricalfinancellc.com/ | Empirical Finance |
http://ftalphaville.ft.com/blog | FT Alphaville |
http://gestaltu.blogspot.com/ | Gestalt |
http://gregmankiw.blogspot.com/ | Greg Mankiw |
http://www.howardlindzon.com/ | Howard Lindzon |
http://humblestudentofthemarkets.blogspot.com/ | Humble Student |
http://www.indexuniverse.com/ | Index Universe |
http://paul.kedrosky.com/ | Infectious Greed |
http://www.informationisbeautiful.net | Info is Beautiful |
http://investmentlinebacker.blogspot.com/ | Investment Linebacker |
http://www.investorsinsight.com/blogs/Default.aspx?GroupID=32 | John Mauldin |
http://www.marketfolly.com/ | Market Folly |
http://marketsci.wordpress.com/ | MarketSci |
http://www.microcapspeculator.net/ | Microcap Speculator |
http://pragcap.com/ | Pragmatic Capitalism |
http://quantifiableedges.blogspot.com/ | Quant Edges |
http://aswathdamodaran.blogspot.com/ | Musings on Markets |
http://www.tradestreaming.com/category/blog/ | Tradestreaming |
http://www.nuclearphynance.com/ | Nuclear Phynance |
http://randomroger.blogspot.com/ | Random Roger |
http://researchpuzzle.com/ | The Research Puzzle |
http://www.simoleonsense.com/ | Simoleon Sense |
http://stonestreetadvisors.com/ | Stone St. |
http://www.techcrunch.com/ | TechCrunch |
http://www.ritholtz.com/blog/ | The Big Picture |
http://www.michaelcovel.com/ | Trendfollowing |
http://www.visualizingeconomics.com/ | Visualizing Economics |
http://vixandmore.blogspot.com/ | VIX and More |
http://www.wilmott.com/ | Wilmott |
http://zerohedge.com | Zero Hedge |
http://www.arrowstreetcapital.com/research_whitepaper.htm | Arrowstreet |
http://www.rba-llc.com/index.php/our-thinking/insights | Richard Bernstein |
http://www2.blackrock.com/US/individual-investors/market-insight/investment-commentary/bob-doll-weekly-commentary | Blackrock |
http://www.bwater.com/ | Bridgewater |
http://www.eclectica-am.com/template.aspx?target=home | Eclectica |
http://www.europac.net/archives.asp | Euro Pacific |
http://www.firstquadrant.com/research.html | First Quadrant |
http://www.fundadvice.com/articles.html | FundAdvice |
http://www.gluskinsheff.com/us-intl/ | Gluskin Sheff |
http://www.gmo.com/America/ | GMO |
http://hussmanfunds.com/weeklyMarketComment.html | Hussman Funds |
http://www.hedgefundletters.com | Hedge Fund Letters |
http://www.lotsoff.com/ | Lotsoff |
http://www.martincapital.com/main/reports.htm | Martin Capital |
http://www.oaktreecapital.com/memo.aspx | Oaktree |
http://osam.com/commentary.php | OSAM |
http://panagora.com/ | PanAgora |
http://www.pimco.com/LeftNav/ContentArchive/Default.htm | PIMCO |
http://www.pzena.com/heading-our-research/our-research.php | Pzena |
http://www.researchaffiliates.com/ideas/fundamentals.htm | RAFI Fundamentals |
http://www.rcbinvest.com/resources/letters.html | Reed Conner |
http://www.ssga.com/library/ | SSgA |
http://systematicrelativestrength.com/ | Systematic Relative Strength |
http://www.westernasset.com/us/en/commentary/filter.cfm | Western Asset |
http://www.cambriainvestments.com/ | Cambria Investment Management, Inc. |
http://feeds2.feedburner.com/blogspot/qEOb | |
http://getclicky.com/210116 | Web Statistics |