A Historic Divergence In Stock Market Breadth
A month ago I noted here that the Nasdaq had triggered another cluster of Hindenburg…
Jesse FelderSeptember 18, 2018
The Fundamental Case For Owning Gold Today
Recently my friend Ben Hunt pointed out that gold is really more a hedge against…
Jesse FelderAugust 22, 2018
The Nasdaq Triggers Another Breadth Warning
Over the past few weeks the Nasdaq has triggered a total of five Hindenburg Omens.…
Jesse FelderAugust 15, 2018
The Heroic Assumptions Behind Today’s Unprecedented Equity Valuations
The following is an excerpt of a recent market comment that first appeared at The…
Jesse FelderAugust 8, 2018
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
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
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
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
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’
There was a study that came out recently suggesting that when famous hedge fund managers…
Jesse FelderJuly 6, 2018