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
Why Gold May Be On The Cusp Of Another Major Bull Market
Last week, the Treasury Department revealed that the federal deficit hit $1.1 trillion in the…
Jesse FelderApril 19, 2023
The Fate Of The Fantastic Four (Of Financial Engineering), Part Deux
Back in early-2018, I highlighted a quartet of stocks that had seen a surge in…
Jesse FelderApril 12, 2023
Who Says You Can’t Time The Market? Part Deux
The following is based on an excerpt of our latest monthly Chart Book featured on…
Jesse FelderApril 5, 2023
How The ‘Inside Of The Stock Market’ Quashed The Soft Landing Narrative
"By far the best economic predictor I’ve ever met is the inside of the stock…
Jesse FelderMarch 22, 2023
The Dangerous Assumption Embedded In Today’s P/E Ratios, Part Deux
After the painful decline in stock prices last year, many investors have clearly come to…
Jesse FelderMarch 15, 2023
Uncle Warren’s Inflation Warning
Warren Buffett recently published his latest letter to shareholders of Berkshire Hathaway and, if you…
Jesse FelderMarch 8, 2023
What The Growth In ‘Financial Shenanigans’ Says About The Economy
We have already seen an inordinate amount of outright fraud this cycle (see this and…
Jesse FelderMarch 1, 2023
Gold Prices Are Knocking On The Door Of New Record Highs
When it comes to technical analysis I subscribe to the KISS philosophy: Keep It Simple,…
Jesse FelderFebruary 22, 2023
Hawkishness Is In The Eye Of The Beholder, Part Deux
"Once inflation gets above 5% it's never come down unless fed funds have gotten above…
Jesse FelderFebruary 15, 2023