Why The Buyback Binge Is Not As Bullish As You May Think
As Bloomberg recently reported, stock buybacks are now running at over $40 billion per month.…
Jesse FelderMarch 19, 2015
Don’t Be Seduced By The Siren Song Of The Stock Market
I recently wrote that, "the single greatest mistake investors make is to extrapolate recent history…
Jesse FelderMarch 16, 2015
The Dollar Takes Center Stage
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Jesse FelderMarch 14, 2015
15 Years Ago I Made The Costliest Decision Of My Life And I’ll Never Regret It
Fifteen years ago to the day, the internet bubble peaked at Nasdaq 5,000. That same week,…
Jesse FelderMarch 10, 2015
Good News, Bad News and Mr. Market
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Jesse FelderMarch 6, 2015
Why The Smart Money Is Beginning To Worry About The Downside
A month or so ago, I was struck by Ray Dalio's comments at Davos. He…
Jesse FelderMarch 4, 2015
I Have One Question For Warren Buffett At The Next Berkshire Meeting
I've been dying to ask this question of Mr. Buffett for the past few months.…
Jesse FelderMarch 2, 2015
Getting Tactical With A Focus On The Big Picture
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Jesse FelderFebruary 28, 2015