Investors Aren’t Embracing Risk In The Way Equity Bulls Should Hope
One of the things I've started paying close attention to recently is the trend in…
Jesse FelderMay 2, 2019
The Perils Of Pursuing Monetary Policy That Explicitly Makes The Economy ‘Reliant On Bubbles’
The following is an excerpt from a recent weekly market comment featured in The Felder…
Jesse FelderApril 24, 2019
Why We May Be Headed For Another ‘Volatility Event’
There are a number of factors that make the current mania in risk assets unique.…
Jesse FelderApril 17, 2019
The Most Pervasive Valuation Extreme In Stock Market History
Just over a year ago, I wrote "The Fantastic Four That Make FANG Look Tame,"…
Jesse FelderApril 10, 2019
A Unique Opportunity For Investors To Play Both Offense And Defense At The Same Time
This post is an excerpt from a recent report published in The Felder Report Premium.…
Jesse FelderApril 3, 2019
What We Are Witnessing Today Is A Different Kind Of Stock Market Euphoria
This post is based on excerpts from recent reports published at TFR Premium. A couple…
Jesse FelderMarch 28, 2019
‘The Most Attractive Buying Opportunity Of Our Lifetimes’
10 years ago this week, I wrote a post here that I'm sharing again now…
Jesse FelderMarch 14, 2019
How The Buffett Yardstick Shows Both ‘Sky-High’ Stock Market Valuations And Investor Sentiment
The following post was based on an excerpt from a recent report published in The…
Jesse FelderMarch 7, 2019
Don’t Dismiss The Dire Message From ‘The Index Of The Volume Of Speculation’
“Even the most circumspect friend of the market would concede that the volume of brokers’…
Jesse FelderFebruary 27, 2019
How Two Hidden Forces Significantly Contributed To Shaping The ‘Winner-Take-All’ Economy
There has been a lot written recently about the forces that have led us to…
Jesse FelderFebruary 20, 2019