Posts Markets Are At Risk Of Another Major Deleveraging Event “Even the most circumspect friend of the market would concede that the volume of brokers’…jessefelderMay 4, 2022
Posts The Trouble For Big Tech Stocks In Two Charts This month (so far) has been the worst for the Nasdaq since the stock market…jessefelderApril 27, 2022
Posts The Fed Just Disengaged Its Volatility Suppression Machine The Fed minutes released today reveal the central bank intends to start reducing its balance…jessefelderApril 6, 2022
Posts Why You Should Look At Markets Like A Martian The following is an excerpt from a Market Comment recently featured on TFR Premium. I think…jessefelderMarch 23, 2022
Posts Are The Bond Vigilantes Back? The long-term chart of the 30-year treasury yield may now be the most important chart…jessefelderMarch 16, 2022
Posts Is The Stock Market Starting To Discount An Earnings Recession? Part Deux About five months ago, after the stock market started to correct last fall, I suggested…jessefelderMarch 9, 2022
Posts Want To Win In The Markets? First Learn How To Lose “The only thing to do when a person is wrong is to be right, by…jessefelderMarch 2, 2022
Posts Capital Follows Returns, Not The Other Way Around "Whenever you find yourself on the side of the majority, it is time to reform…jessefelderFebruary 23, 2022
Posts Is It ‘Monetization’ Yet, Dr. Bernanke? Eleven years ago, shortly after the onset of QE 2, Ben Bernanke gave us his…jessefelderFebruary 16, 2022
Posts Can The Fed Afford To Tighten Into An Economic Slowdown? There's an important disconnect between stocks and bonds today. Specially, I am looking at two…jessefelderFebruary 9, 2022