‘What Were You Thinking?’ Part Deux
A couple of years ago I wrote a blog post titled, 'What Were You Thinking?'…
Jesse FelderJuly 8, 2020
This Might Be The Craziest Thing I’ve Seen In My Stock Market Career
As I write this, the Nasdaq 100 Index is up 30% over the past year…
Jesse FelderJuly 1, 2020
The Biggest Disconnect Between Prices And Profits In Stock Market History?
Everyone is talking about the massive disparity between stock prices and fundamentals right now. To…
Jesse FelderJune 24, 2020
A Dangerous Gap Has Opened Up For U.S. Equities
It should come as no surprise to most investors that U.S. stocks have dramatically outperformed…
Jesse FelderJune 17, 2020
One For The Ages
I do a good deal of reading every day and I share the best of…
Jesse FelderJune 10, 2020
Why The Stock Market Could Be Poised For Another Plunge
The following is an excerpt from a recent Tactical ETF Portfolio update featured on The…
Jesse FelderJune 3, 2020
Why ‘BRRR!’ Doesn’t Mean What You Think It Means
The following is an excerpt from a recent Market Comment featured on The Felder Report…
Jesse FelderMay 27, 2020
Fight The Fed
"In my opinion, you have to be wildly optimistic to believe that corporate profits as…
Jesse FelderMay 20, 2020
Why This Is Likely Just The Beginning Rather Than The End Of The High-Volatility Market Environment
Before the Coronavirus catalyst, there had been a great deal of debate about the yield…
Jesse FelderMay 13, 2020
BANG: Making FANG Look Tame
It was almost exactly 2 years ago that I wrote, "BANG: Why The Gold Miners…
Jesse FelderMay 6, 2020