How The Flattening Yield Curve Could Lead To A Bear Market For Stocks
It seems everyone is talking about the yield curve right now. It also seems most…
Jesse FelderApril 26, 2018
The U.S. Stock Market’s Impressive Outperformance May Be Coming To An End
Since putting in a major bottom in 2009, the U.S. equity market has dramatically outperformed…
Jesse FelderApril 18, 2018
Why We May Be Headed For Another ‘Minsky Moment’
I recently ran across a terrific chart in Grant's Interest Rate Observer that got me…
Jesse FelderApril 12, 2018
Is FANG Cheap?
After an incredible run higher over the past couple of years and an especially remarkable…
Jesse FelderApril 4, 2018
The Stock Market’s Most Popular ETF Puts In A Long-Term ‘Spinning Top’
I have been calculating DeMark Sequential signals by hand for over a decade now. It's…
Jesse FelderMarch 30, 2018
It’s Not Just LIBOR Pointing To Rising Financial Stress
Many have noted recently that the spread between 3-month LIBOR and the overnight interbank lending…
Jesse FelderMarch 22, 2018
Why Big Tech Is Not As Flush As It Looks
Many have marveled at the massive amount of cash built up on the balance sheets…
Jesse FelderMarch 22, 2018
How The Passive Investing Mania Undermined Its Most Basic Assumption, Part Deux
I recently argued, "The markets are only capable of being efficient to the extent that…
Jesse FelderMarch 15, 2018
Goldilocks And The Liquidity Bears
While most investors and pundits are currently focused on optimistic analyst earnings estimates for the…
Jesse FelderMarch 9, 2018
The ‘Index Of The Volume Of Speculation’ Hits A New Record High
This is an excerpt of a post that first appeared in The Felder Report Premium.…
Jesse FelderFebruary 23, 2018