Meb Faber

Cambria Funds Verified account @CambriaFunds · 23h

A question worth asking: Is the market quietly rotating into stocks with favorable valuations, quality and shareholder yield characteristics?

For much of the past 15 years, investors were rewarded for owning the largest and often most expensive companies in the market. Strategies focused on cheaper stocks, and on companies returning cash to shareholders through dividends, buybacks and debt paydown, spent long stretches in the shadows.

In any given year, our suite of five shareholder yield ETFs will likely show some dispersion in performance. The funds cover different geographies, sectors, market capitalization sizes and countries: U.S. large caps, broad U.S. equities, U.S. micro and small caps, foreign developed markets and emerging markets.

Below are our shareholder yield ETFs and their year-to-date performance as of October 31, 2026.

Only time will tell. But if your equity exposure is still heavily concentrated in market cap weighted U.S. large caps, this might be a good time to take a look.

Disclaimers and standardized fund performance: cambriafunds.com/eyld, cambriafunds.com/lyld, cambriafunds.com/syld, cambriafunds.com/fyld, cambriafunds.com/myld

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Western Lensman Verified account @WesternLensman · 2d

Scott Galloway says he owned a Tesla, but sold it because of Elon.

"Not before taking a giant dump in the passenger seat. True story."

He's gone from suggesting Elon be executed to telling stories of taking dumps in a car he owned because it was made by Elon's company.

This is a broken, deranged and utterly toxic individual.

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