What If Disinflation Is Just An Illusion?
Below are some of the most interesting articles, quotes and charts I came across this…
Jesse FelderAugust 4, 2023
Investors Go ‘All In’ On The Soft Landing Narrative
Below are some of the most interesting articles, quotes and charts I came across this…
Jesse FelderJuly 28, 2023
The Case For Hard Assets
Below are some of the most interesting articles, quotes and charts I came across this…
Jesse FelderJuly 21, 2023
An Opportune Time To Be A Contrarian?
Below are some of the most interesting articles, quotes and charts I came across this…
Jesse FelderJuly 14, 2023
Sizing Up The Bullish Zeitgeist
Below are some of the most interesting articles and charts I came across this week.…
Jesse FelderJuly 7, 2023
Mr. Market Plays ‘Concentration’
Below are some of the most interesting articles and charts I came across this week.…
Jesse FelderJune 30, 2023
Nasdaq Triggers A New Volatility Correlation Sell Signal
A few years ago, I was studying the relationship between the major stock market indexes…
Jesse FelderMay 30, 2023
Mr. Market Is Still In Denial Over TINA’s Passing
Despite the stock market rally so far in 2023, the S&P 500 Index has not…
Jesse FelderMay 17, 2023
The Great Wealth Illusion
It's no secret that for the past decade and a half the Federal Reserve has…
Jesse FelderMay 9, 2023
The Trouble With ‘The New Safety Trade’
There has been a lot of talk in recent months about the narrowness of the…
Jesse FelderMay 2, 2023