The Fed Just Disengaged Its Volatility Suppression Machine
The Fed minutes released today reveal the central bank intends to start reducing its balance…
Jesse FelderApril 6, 2022
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…
Jesse FelderMarch 23, 2022
Are The Bond Vigilantes Back?
The long-term chart of the 30-year treasury yield may now be the most important chart…
Jesse FelderMarch 16, 2022
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…
Jesse FelderMarch 9, 2022
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…
Jesse FelderMarch 2, 2022
Capital Follows Returns, Not The Other Way Around
"Whenever you find yourself on the side of the majority, it is time to reform…
Jesse FelderFebruary 23, 2022
Is It ‘Monetization’ Yet, Dr. Bernanke?
Eleven years ago, shortly after the onset of QE 2, Ben Bernanke gave us his…
Jesse FelderFebruary 16, 2022
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…
Jesse FelderFebruary 9, 2022
Still Extreme Levels Of ‘Ridiculousness’
Despite the strong two-day rally to finish the month, January was the worst start to…
Jesse FelderFebruary 2, 2022
Are Big Tech Stocks Following In The Footsteps Of Their Chinese Counterparts?
In a year filled with notable market phenomena, one of the more notable of 2021…
Jesse FelderJanuary 26, 2022