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
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’?
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
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
I've written recently about the FANG stocks and another popular group I call MCBM. Both…
Jesse FelderMay 3, 2018
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