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
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
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
One of the most astounding phenomena in the markets over the past couple of years…
Jesse FelderJuly 20, 2022
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