Comments on: When Markets Collide http://www.mebanefaber.com/2008/06/09/when-markets-collide-2/ Stock Market and Investing Blog of Mebane Faber Tue, 11 Oct 2011 15:24:53 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Lazy Portfolios, or, The Revenge of 60/40 – World Beta – Engineering Targeted Returns and Risk http://www.mebanefaber.com/2008/06/09/when-markets-collide-2/comment-page-1/#comment-2627 Lazy Portfolios, or, The Revenge of 60/40 – World Beta – Engineering Targeted Returns and Risk Thu, 18 Jun 2009 22:46:35 +0000 http://www.mebanefaber.com/2008/06/09/when-markets-collide-2/#comment-2627 [...] is simplified from his longer allocation. [...] [...] is simplified from his longer allocation. [...]

]]> By: Casual Businessman http://www.mebanefaber.com/2008/06/09/when-markets-collide-2/comment-page-1/#comment-1927 Casual Businessman Tue, 10 Jun 2008 17:07:00 +0000 http://www.mebanefaber.com/2008/06/09/when-markets-collide-2/#comment-1927 To what extent does this allocation rely on the trends towards "climate change" as a pressing issue versus the plain old globalization paradigm?<br/><br/>It seems like 11% in commodities (long only?!) is a bit short sighted, or is a forecast in some kind of world crisis. To what extent does this allocation rely on the trends towards “climate change” as a pressing issue versus the plain old globalization paradigm?

It seems like 11% in commodities (long only?!) is a bit short sighted, or is a forecast in some kind of world crisis.

]]> By: Anonymous http://www.mebanefaber.com/2008/06/09/when-markets-collide-2/comment-page-1/#comment-1926 Anonymous Tue, 10 Jun 2008 06:02:00 +0000 http://www.mebanefaber.com/2008/06/09/when-markets-collide-2/#comment-1926 Mebane,<br/><br/>You didn't say what you thought of the book...<br/><br/>I read it this past weekend and was quite disappointed - I found it really boring, especially given how many famous people were quoted as recommending it.<br/><br/>- Adam Mebane,

You didn’t say what you thought of the book…

I read it this past weekend and was quite disappointed – I found it really boring, especially given how many famous people were quoted as recommending it.

- Adam

]]> By: Anonymous http://www.mebanefaber.com/2008/06/09/when-markets-collide-2/comment-page-1/#comment-1925 Anonymous Mon, 09 Jun 2008 23:07:00 +0000 http://www.mebanefaber.com/2008/06/09/when-markets-collide-2/#comment-1925 My recollection is that the endowments have far outperformed El-Erian's expected return, no? My recollection is that the endowments have far outperformed El-Erian’s expected return, no?

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