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
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
Back in December I noted that, even as retail investors were putting on risk in…
Jesse FelderJune 29, 2022
Markets Have Bought The Fed’s Transitory Narrative Hook, Line And Sinker, Part Deux
"April’s inflation figures came in hotter than expected and there are plenty of signs suggesting…
Jesse FelderJune 15, 2022
Inflation And The $64(0),000 Question
The following is an excerpt from a recent report featured on The Felder Report PREMIUM.…
Jesse FelderJune 8, 2022
Are Big Tech Stocks Following In The Footsteps Of Their Chinese Counterparts? Part Deux
Back in January, I drew attention to the dramatic divergence between US and Chinese tech…
Jesse FelderJune 1, 2022
How Goodhart’s Law Can Help Us Understand How We Got Here
One of the most important concepts in the realm of finance and economics is succinctly…
Jesse FelderMay 25, 2022
An Epic Set Of ‘Alligator Jaws,’ Part Deux
Exactly a year ago I shared a chart here that represented "An Epic Set Of…
Jesse FelderMay 18, 2022
Markets Are At Risk Of Another Major Deleveraging Event
“Even the most circumspect friend of the market would concede that the volume of brokers’…
Jesse FelderMay 4, 2022
The Trouble For Big Tech Stocks In Two Charts
This month (so far) has been the worst for the Nasdaq since the stock market…
Jesse FelderApril 27, 2022