Seeking Alpha

Mebane Faber » Articles |

Sort by:
Latest | Editors' Picks (18) | Most Commented | Most Popular
  • Maybe a Long/Short Approach Is the Answer...
    on Mar 17, 2008    
  • A Quant Approach to TAA: Winning by Not Losing
    on Mar 11, 2008    
  • Watching the Market in Asset Class Comfort
    on Mar 02, 2008 • AGG, DBC, EEM    
  • Leading Hedge Funds' Best Ideas for 2008
    on Feb 28, 2008 • AMAT, AMX, AXP    
  • Tiger Global - Portfolio Holdings
    on Feb 28, 2008 • AMT, AMX, BIDU    
  • Private Capital - Portfolio Holdings
    on Feb 28, 2008 • BEAS, BSC, CA    
  • Okumus Capital - Portfolio Holdings
    on Feb 28, 2008 • ARB, BBBY, CMCSA    
  • Maverick Capital - Portfolio Holdings
    on Feb 28, 2008 • AAPL, AMD, AMX    
  • Lone Pine Capital - Portfolio Holdings
    on Feb 28, 2008 • AMX, BAM, BNI    
  • Greenlight Capital - Portfolio Holdings
    on Feb 28, 2008 • AMP, BAGL, HLX    
  • Eminence Capital - Portfolio Holdings
    on Feb 28, 2008 • AMAT, AXP, CSCO    
  • Warren Buffett - Portfolio Holdings
    on Feb 28, 2008 • AHBIF.PK, AXP, BNI    
  • Blue Ridge Capital - Portfolio Holdings
    on Feb 28, 2008 • AMX, AXP, BR    
  • Baupost Group - Portfolio Holdings
    on Feb 28, 2008 • APL, ELOS, EXH    
  • Following Asset Class Returns
    on Feb 23, 2008    
  • Time to Buy the Emerging Bond Spread?
    on Feb 22, 2008 • AGG, HYG, IEF    
  • Metal Price Suggests It's a Good Time to Be in Gold Stocks
    on Feb 19, 2008 • DGL, GDX, GLD    
  • Assets and Their Defense
    on Feb 15, 2008    
  • Massachusetts State Pension Fund Dumps Goldman Fund on Questionable Promotion
    on Feb 11, 2008 • GS    
  • Net Payout Yield Screen Update
    on Feb 07, 2008 • AA, C, DIS    
  • Tiger Fund's Robertson Roars Again
    on Jan 30, 2008 • AMT, AMX, BIDU    
  • Asset Class Strategy Following Bad Months
    on Jan 24, 2008 • AGG, DBC, EEM    
  • A Look at Alternatives Performance
    on Jan 23, 2008 • AGG, DBC, DBV    
  • Mean Reversion: When's the Time to Buy Japan?
    on Jan 17, 2008    
  • Easing Portfolio Pain
    on Jan 17, 2008    
  • 20 Year Snapshot of Asset Class Returns
    on Jan 16, 2008 • BLK    
  • Strategy: Dogs vs. Flying Five vs. Net Payout Yield
    on Jan 13, 2008 • AA, C, DD    
  • Endowment Investing 2008, Yale-Style
    on Dec 29, 2007 • AGG, EEM, EFA    
  • Using Gold as Crystal Ball for Inflation
    on Dec 27, 2007    
  • A Look at Listed Hedge Funds
    on Dec 16, 2007    
  • Monthly ETF Update by Asset Class
    on Dec 06, 2007 • DBA, DBB, DBE    
  • When Is the Right Time to Buy Homebuilders?
    on Nov 28, 2007 • ITB    
Articles by Ticker
AA, AAPL, ABT, ADK, AEO, AERT, AGG, AHBIF.PK, AINV, AKR, AKS, ALGT, AMAG, AMAT, AMD, AMIE, AMP, AMPL, AMT, AMV, AMX, AN, ANF, ANO, APC, APL, ARB, ARII, ARO, ASD, AT, ATPG, AVCI, AVP, AXCA, AXO, AXP, AYE, AZO, BA, BAC, BAGL, BAL, BAM, BAX, BBBY, BBI, BBSI, BEAS, BGP,

Latest Comments on Mebane Faber's Articles

  1. User 35426 on Tactical Asset Allocation Based on the Yield Curve: Shouldn't the 0-2% scenario be long commodities and US... more »
  2. Stone Fox Capital on Tactical Asset Allocation Based on the Yield Curve: really think the 0-2% range could be expanded to include whether... more »
  3. oldman on Tactical Asset Allocation Based on the Yield Curve: yield curve is currently >3 referring to 90 day T-Bill to 10 year... more »
  4. Cecil on Tactical Asset Allocation Based on the Yield Curve: He means the spread in absolute terms. On Nov 16 04:03 AM... more »
  5. JohnnyJunk on Tactical Asset Allocation Based on the Yield Curve: I assume he means the spread. But, I echo your question. more »
  6. Rhunzzz on Tactical Asset Allocation Based on the Yield Curve: What do you mean when the yield curve is <0%? Are you referring... more »
  7. E.D. Hart on Victor Niederhoffer’s Review of My Paper: 'A Worthless Article': Thanks Mebane for your great work--you take a common sense view to... more »
  8. Indexor on A Quant Approach to Private Equity : Mebane: Just curious as to whether you have ever backtested... more »
  9. Nettligent on How to Avoid the Next Galleon Group (or Madoff): Investors want quick money, greedy, and Galleon and Madoff delivered. more »
  10. kalasend on How to Avoid the Next Galleon Group (or Madoff): How to prevent? You balance greed with greed: whoever can provide... more »
  11. WorldBeta on How to Avoid the Next Galleon Group (or Madoff): sorry, SA kind of does what it wants with posts. you can find the... more »
  12. Alex Filonov on How to Avoid the Next Galleon Group (or Madoff): The problem is, as far as I know, many people invested in Madoff's... more »
  13. Yossel on How to Avoid the Next Galleon Group (or Madoff): No, Mebane, the top 50 holdings have been deleted. Please re-run! more »
  14. notsosmart on How to Avoid the Next Galleon Group (or Madoff): just let the rich lose their money in hedge funds.they can afford... more »
  15. Octavio Richetta on How to Avoid the Next Galleon Group (or Madoff): It is a lot simpler.Skip active managers. Use ETFs. And, if you do... more »