Review: Meb Faber’s Global Value

How does an investment manager reconcile all of the various prognostications he hears on a daily basis?

Simple—ignore them.

—Meb Faber, Global Value
If you’ve never heard of Cambria Investment Management’s Meb Faber, then you have some serious catching up to do. [...] Continue Reading…

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Update: Cold War Part II?

The markets are moving, though not always in the direction you’d expect. While U.S. stocks fell after the Fed’s latest announcement, Russia’s move into Crimea pushed world markets higher. Of course, stocks in China are down on worries that the country’s first corporate bond default could be its “Lehman moment.” But is a crisis à la 2008 really brewing? I don’t think so, and I’ll tell you why in this update.
Of course, with the domestic market near record highs, many U.S. stocks are overpriced, but Jeremy Grantham doesn’t think we’re in bubble territory yet, and neither do I. In any case, you and I are investing outside the mainstream, and our REITs are looking ripe for picking. [...] Continue Reading…

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Straight Talk Money Radio: Would Another Cold War Really Be So Bad?

This morning I talked with Peggy Tuck on the Straight Talk Money radio show. We covered a lot of ground in our discussion of market-moving news, from the effects of sanctions on Russia to JPMorgan’s recent moves in the commodities space. [...] Continue Reading…

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VIDEO: Sizemore on Varney & Company’s Tech Tourney March Madness

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I joined Varney & Company for today’s halftime report along with Larry Levin from Trading Advantage and Liz McDonald and Nicole Petallides from Fox [...] Continue Reading…

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Groceries Are a Rotten Business

Supermarket giants Albertsons and Safeway (SWY) made news last week by agreeing to merge, creating a combined company that will fall just shy of Kroger (KR) in terms of store count.Cerberus Capital, the private equity firm that owns Albertsons, has offered to pay $40 per [...] Continue Reading…

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