Mind The FANMAG Gaps
We've just entered the heart of earnings season and it's during this time I typically…
Jesse FelderApril 29, 2020
When It Comes To The Stock Market, This May Be As Great As America Gets
President Donald Trump loves to talk about how he is in the process of and…
Jesse FelderApril 15, 2020
Why Mr. Market’s Earnings Expectations May Still Be Far Too High
One reason for the record-setting stock market crash we witnessed in the first quarter was…
Jesse FelderApril 8, 2020
Got Gold?
It's been almost five years since I wrote, "It's Time To Get Greedy In The…
Jesse FelderApril 1, 2020
The Fate Of The Fantastic Four (Of Financial Engineering)
It was just over two years ago I wrote about The Fantastic Four That Make…
Jesse FelderMarch 25, 2020
Why ‘Price-Insensitive Buying’ Is To Blame For Many Of The Major Economic Problems We Now Face
I recently made the distinction here, with a little help from Ben Graham, between investing…
Jesse FelderMarch 18, 2020
Corporate Insiders Are Betting On A Reversal In The Relative Downtrend In Value Versus Growth
Every day I go through all of the insider buying and selling filed with the…
Jesse FelderMarch 11, 2020
Putting The Fastest Correction In History Into Context
“Risk happens fast,” as they say and it has never happened faster than it did…
Jesse FelderMarch 4, 2020
‘There Are No Atheists In Foxholes’ (And There Are No Passive Investors In A Bear Market)
What is an "investment"? How do you define it? I think this is an important…
Jesse FelderFebruary 26, 2020
A New Cluster Of Hindenburg Omens Betrays The Bullish Case For Stocks
I have written about the value of the Hindenburg Omen as a technical stock market…
Jesse FelderFebruary 12, 2020