Recevez notre Marketbriefing
In the same category
overtheedge
Member since May 2012
680 commentaries - 6 followers
6 followers
has posted a comment on the article :
>Financial Repression Authority with Mebane Faber - Gordon Long - Market Analytics
"The US is only about 50% of global market cap but most US investors have a 'hometown bias" of having 70% of their portfolio in US securities. Faber has found that it consistently ranges from as low as 65 to as high as 85%. Meanwhile, when considered on a GDP basis the US is only about a fifth to 25% and on a valuation basis is the third most expensive. This would suggest the US has a headwind, especially after a six year run. An exposure of at least half to foreign investment seems more reasonable to Meb Faber."

And none of those foreign countries would engage in "capital controls" or "nationalization" of foreign owned assets?
It's your money, do with it as you inevitably will.
But spare us your whining.

Just a friendly rule of thumb:
If it ain't paying a dividend, it ain't an investment. It is gambling.
Speculation is just an euphemism for gambling.
Believe what you will. Your money, your choice.
Choose wisely, grasshopper.


Commented
3339 days ago
-
Send
Beginning of the headline :Soecial Guest: Mebane T. Faber, Chief Investment Officer and Portfolio Manager Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria's ETFs, separate accounts and private investment funds for accredited investors. Mr. Faber has authored numerous white papers and three books: Shareholder Yield, The Ivy Portfolio, and Global Value. He is a frequent speaker and writer on investment strategies and has been featured i... Read More
Reply to this comment
You must be logged in to comment an article8000 characters max.
Log in or Sign up
Top articles