http://www.mebanefaber.com/2009/12/22/mailbag/ 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 http://www.mebanefaber.com/2009/12/22/mailbag/comment-page-1/#comment-4418 marketfolly Thu, 24 Dec 2009 01:18:30 +0000 http://www.mebanefaber.com/?p=2346#comment-4418 "1. The market can be beat. 2. You can identify managers ahead of time. " I'd argue #2 is the most important part here. Anyone can follow a fund via 13Fs. You've got to know WHICH funds to follow. We've got a cast of hf legends, current outperformers, but we still have yet to identify "future stars." I've been trying to do so and have come up with a few names and want to get them into a portfolio now so that in the future people won't say there was selection bias looking backwards. “1. The market can be beat. 2. You can identify managers ahead of time. ” I'd argue #2 is the most important part here. Anyone can follow a fund via 13Fs. You've got to know WHICH funds to follow. We've got a cast of hf legends, current outperformers, but we still have yet to identify “future stars.” I've been trying to do so and have come up with a few names and want to get them into a portfolio now so that in the future people won't say there was selection bias looking backwards.

]]> http://www.mebanefaber.com/2009/12/22/mailbag/comment-page-1/#comment-4419 Bryan Byrd Thu, 24 Dec 2009 00:44:31 +0000 http://www.mebanefaber.com/?p=2346#comment-4419 Gotta love haters. Gotta love haters.

]]> http://www.mebanefaber.com/2009/12/22/mailbag/comment-page-1/#comment-3459 marketfolly Wed, 23 Dec 2009 19:18:30 +0000 http://www.mebanefaber.com/?p=2346#comment-3459 "1. The market can be beat. 2. You can identify managers ahead of time. " I'd argue #2 is the most important part here. Anyone can follow a fund via 13Fs. You've got to know WHICH funds to follow. We've got a cast of hf legends, current outperformers, but we still have yet to identify "future stars." I've been trying to do so and have come up with a few names and want to get them into a portfolio now so that in the future people won't say there was selection bias looking backwards. “1. The market can be beat. 2. You can identify managers ahead of time. ” I'd argue #2 is the most important part here. Anyone can follow a fund via 13Fs. You've got to know WHICH funds to follow. We've got a cast of hf legends, current outperformers, but we still have yet to identify “future stars.” I've been trying to do so and have come up with a few names and want to get them into a portfolio now so that in the future people won't say there was selection bias looking backwards.

]]> http://www.mebanefaber.com/2009/12/22/mailbag/comment-page-1/#comment-3458 Bryan Byrd Wed, 23 Dec 2009 18:44:31 +0000 http://www.mebanefaber.com/?p=2346#comment-3458 Gotta love haters. Gotta love haters.

]]> http://www.mebanefaber.com/2009/12/22/mailbag/comment-page-1/#comment-3453 hswalj Wed, 23 Dec 2009 02:29:36 +0000 http://www.mebanefaber.com/?p=2346#comment-3453 Your credibility is well established. I have read your book and am an alphaclone subscriber. There is no need to respond to such a superficial post. Your credibility is well established. I have read your book and am an alphaclone subscriber. There is no need to respond to such a superficial post.

]]>