When The Smart Money Says ‘Sold To You’
Over the summer I highlighted the rapid increase in leverage being put to use on…
Jesse FelderDecember 8, 2021
Risk Appetites Are Shifting
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Jesse FelderDecember 6, 2021
There’s Gonna Be A Showdown
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Jesse FelderDecember 3, 2021
It’s Liquidity, Stupid
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Jesse FelderDecember 2, 2021
What May Prove Truly ‘Transitory’ Is FAAMG’s Record Growth
It's common knowledge now that Big Tech dominates the broad stock market like never before.…
Jesse FelderDecember 1, 2021
The Markets’ Tectonic Plates Are Shifting
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Jesse FelderNovember 29, 2021
On The Fed’s ‘Pretense To Monetary Finesse’
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Jesse FelderNovember 19, 2021
An Oasis In A Yield Desert
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Jesse FelderNovember 17, 2021