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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

Markets Have Bought The Fed’s Transitory Narrative Hook, Line And Sinker, Part Deux Blog Posts

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 Blog Posts

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 Blog Posts

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 Blog Posts

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