Meb Faber’s recent presentation is now on his web site. It is a very good introduction to how he thinks about asset management and operates his funds. He now manages SYLD, FYLD, GVAL, and GTAA.
https://mebfaber.com/
What appears to be healthy economic expansion in the headline Real GDP statistics can disguise a chronic and perpetual recession in the private sector, running on borrowed time, and heading
Today’s new highs are increasingly mechanical, not fundamental — and in a broken market, your 401(k) is the exit liquidity.
Conventional investment management and financial planning isn’t built to see it, let alone act on it. At the one moment it matters most, it’s working against your best interest.
Anything
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