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It’s More Than Just FANG Stocks Investors Should Be Worried About Blog Posts

It’s More Than Just FANG Stocks Investors Should Be Worried About

With the FANG stocks faltering lately investors are starting to become concerned about their impact on…

Jesse FelderAugust 1, 2018

Why It Might Be A Good Time To Revisit Ray Dalio’s 1937 Analog Blog Posts

Why It Might Be A Good Time To Revisit Ray Dalio’s 1937 Analog

It was over three years ago that Ray Dalio first proposed his 1937 analog. After…

Jesse FelderJuly 25, 2018

What The Buy-And-Hold Cult Doesn’t Want You To Know Blog Posts

What The Buy-And-Hold Cult Doesn’t Want You To Know

Buy-and-hold, and all of its related strategies like BTFD, garnered a cult following a long…

Jesse FelderJuly 19, 2018

Looking For Value In Too Many Faces Blog Posts

Looking For Value In Too Many Faces

Last week I argued that the greatest mistake value investors are making today is trying…

Jesse FelderJuly 18, 2018

Looking For Value In All The Wrong Places Blog Posts

Looking For Value In All The Wrong Places

A version of this post first appeared in The Felder Report Premium. Bill Miller and…

Jesse FelderJuly 11, 2018

‘The Lady Doth Protest Too Much’ Blog Posts

‘The Lady Doth Protest Too Much’

There was a study that came out recently suggesting that when famous hedge fund managers…

Jesse FelderJuly 6, 2018

Same Old Greed In A Shiny New Wrapper Blog Posts

Same Old Greed In A Shiny New Wrapper

The flows into tech funds of late have been absolutely astounding if not totally surprising.…

Jesse FelderJune 27, 2018

What’s Behind The Rapid Plunge In The ‘Smart Money Index’? Blog Posts

What’s Behind The Rapid Plunge In The ‘Smart Money Index’?

Much has been made of the plunge in the Smart Money Index this year and…

Jesse FelderMay 30, 2018

Warren Buffett Thinks Bonds Are A ‘Terrible Investment’ But According To His Own Methods Stocks Look Even Worse Blog Posts

Warren Buffett Thinks Bonds Are A ‘Terrible Investment’ But According To His Own Methods Stocks Look Even Worse

A couple of weeks ago Berkshire Hathaway held its annual shareholders meeting known to many…

Jesse FelderMay 16, 2018

BANG: Why The Gold Miners Could Soon Make FANG Look Tame Blog Posts

BANG: Why The Gold Miners Could Soon Make FANG Look Tame

I've written recently about the FANG stocks and another popular group I call MCBM. Both…

Jesse FelderMay 3, 2018