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Are Investors Staring Down Another ‘Lost Decade’ In The Stock Market? Blog Posts

Are Investors Staring Down Another ‘Lost Decade’ In The Stock Market?

Legendary hedge fund manager Stan Druckenmiller, in an interview with Palantir CEO Alex Karp, recently…

Jesse FelderSeptember 21, 2022

The ‘Massive Momentum Structure’ In The Stock Market Is Breaking Down Blog Posts

The ‘Massive Momentum Structure’ In The Stock Market Is Breaking Down

A little over a year ago, I had the pleasure of interviewing Michael Oliver in…

Jesse FelderAugust 31, 2022

The Dangerous Assumption Embedded In Today’s P/E Ratios Blog Posts

The Dangerous Assumption Embedded In Today’s P/E Ratios

Many investors like to use price-to-earnings ratios as a short-hand valuation tool for both individual…

Jesse FelderAugust 17, 2022

Small Businesses’ Big Message For The Markets, Part Deux Blog Posts

Small Businesses’ Big Message For The Markets, Part Deux

Back in December, I wrote, "Considering the fact that the majority of investors are still…

Jesse FelderAugust 10, 2022

It’s Time To Get Greedy In The Energy Sector, Part Tres Blog Posts

It’s Time To Get Greedy In The Energy Sector, Part Tres

It's hard to believe that even after dramatically outperforming the broad stock market for almost…

Jesse FelderAugust 3, 2022

Managing The Inflation Narrative Versus Actually Managing Inflation Blog Posts

Managing The Inflation Narrative Versus Actually Managing Inflation

Today, the Fed is set to announce another rate hike of 75 basis points, taking…

Jesse FelderJuly 27, 2022

Retail Investors’ Appetite For Speculation Appears Insatiable Blog Posts

Retail Investors’ Appetite For Speculation Appears Insatiable

One of the most astounding phenomena in the markets over the past couple of years…

Jesse FelderJuly 20, 2022

When Bubbles Go Bust Blog Posts

When Bubbles Go Bust

While the decline in the broad stock market over the first half of this year…

Jesse FelderJuly 13, 2022

If Inflation Doesn’t Rapidly Dissipate, Gold Prices Will Prove Dramatically Undervalued Blog Posts

If Inflation Doesn’t Rapidly Dissipate, Gold Prices Will Prove Dramatically Undervalued

Volatility in the markets this year has largely been driven by the rise in inflation.…

Jesse FelderJuly 6, 2022

When The Smart Money Says ‘Sold To You’, Part Deux Blog Posts

When The Smart Money Says ‘Sold To You’, Part Deux

Back in December I noted that, even as retail investors were putting on risk in…

Jesse FelderJune 29, 2022