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Can The Fed Afford To Tighten Into An Economic Slowdown? Blog Posts

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’ Blog Posts

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? Blog Posts

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

Dr. Copper: The Arbiter Of Inflation Truth Blog Posts

Dr. Copper: The Arbiter Of Inflation Truth

Almost a year ago, I published a post proclaiming, "Dr. Copper Delivers A Diagnosis Of…

Jesse FelderJanuary 19, 2022

Mr. Market Is Now Very Impressed With Apple Blog Posts

Mr. Market Is Now Very Impressed With Apple

"To achieve superior investment results, you have to hold nonconsensus views regarding value, and they…

Jesse FelderJanuary 12, 2022

The Market Is Sending A ‘Loud, Clear Signal’ That Oil Prices Are Headed Higher Blog Posts

The Market Is Sending A ‘Loud, Clear Signal’ That Oil Prices Are Headed Higher

“When you get a range expansion, the market is sending you a very loud, clear…

Jesse FelderJanuary 5, 2022

Small Businesses’ Big Message For The Markets Blog Posts

Small Businesses’ Big Message For The Markets

Earlier this week, the NFIB released the results of its November survey of small businesses.…

Jesse FelderDecember 15, 2021

When The Smart Money Says ‘Sold To You’ Blog Posts

When The Smart Money Says ‘Sold To You’

Over the summer I highlighted the rapid increase in leverage being put to use on…

Jesse FelderDecember 8, 2021

What May Prove Truly ‘Transitory’ Is FAAMG’s Record Growth Blog Posts

What May Prove Truly ‘Transitory’ Is FAAMG’s Record Growth

It's common knowledge now that Big Tech dominates the broad stock market like never before.…

Jesse FelderDecember 1, 2021

The Fasten Seat Belt Sign Just Lit Up Blog Posts

The Fasten Seat Belt Sign Just Lit Up

A few months ago, I drew attention to the fact that the Nasdaq was showing…

Jesse FelderNovember 17, 2021