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
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
"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
“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
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’
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
It's common knowledge now that Big Tech dominates the broad stock market like never before.…
Jesse FelderDecember 1, 2021