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
Why Investors Truly Have ‘Nothing To Fear But Fear Itself’
The majority of the research I do is company specific. But over the past few…
Jesse FelderFebruary 15, 2018
Gold Fireworks On The Horizon
The gold price has risen about 20% since I wrote "It's Time To Get Greedy…
Jesse FelderFebruary 8, 2018
Amazon Adds A McDonald’s In Market Cap In The Month Of January
Last week I shared a fantastic four that make the FANG stocks look tame. This…
Jesse FelderJanuary 31, 2018
The Fantastic Four That Make FANG Look Tame
The FANG stocks (Facebook, Amazon, Netflix and Google, now known as Alphabet) have become the…
Jesse FelderJanuary 25, 2018
According To These 3 Measures The Stock Market Is Now Literally Off The Charts
Three aspects of the stock market that I follow closely are fundamentals, sentiment and technicals.…
Jesse FelderJanuary 16, 2018
Will Big Tech Do The Right Thing?
A couple of months ago I wrote a post titled, "The Kids Are Not Alright,"…
Jesse FelderJanuary 11, 2018