September 14, 2018


Lots of you sent me Cliff’s latest on liquid alts and their recent (lack of) performance.  Always worth reading… Charts then download: —- —- Download PDF Liquid Alts Ragnarok Website Good investing, Meb Faber
August 28, 2017


As a reminder, if you send me a link/PDF to a research piece that I then use, I will credit your account $100.  We have readers that have made over $700 this way…so just send an email with RESEARCH in the subject […]
August 27, 2016


Cliff and Rob debate their factor timing papers at the Morningstar conference. Full transcript below.  Plus, you can subscribe to the M* magazine for free – and you should, it’s very good. No quotes just link. Link to article: Meeting of the […]
September 29, 2015

My Nightmare

I know a lot of institutions are big fans of illiquid assets, but honestly they are my nightmare. One quote then the link: —- “We have evaluated the common view that investors should be able to harvest a liquidity premium […]