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 mebfaber.com
Managed Assets - Meb Faber Research - Stock Market and Investing Blog
| | effectivecurrency.com
MiB: Bill Bernstein on Navigating Uncertainty - ECONOMICS
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| | mrzepczynski.blogspot.com
Disciplined Systematic Global Macro Views: How many recessions in a lifetime - in a career?
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| | Global macro, systematic investing, alternative risk premia
| | theetfeducator.com
Clip from Bloomberg's ETF IQ
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| | I visit with Bloomberg's Scarlet Fu about direct indexing, my concerns with non-transparent ETFs, and the rise of smart beta. Enjoy!
| | valueandopportunity.com
Collector's Corner 2: Robertet SA | value and opportunity
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| This is not investment advice. PLEASE DO YOUR OWN RESEARCH. Finally, after more than 18 months, I found a second candidate for my "Collector's Corner" bucket after Laurent Perrier. Just as a reminder, the purpose of this bucker is as follows: So here is the management summary and the write-up (which is a little bit...