How A Funny Mentalist Learned To Avoid Annihilation
The following is a transcript of the speech I was supposed to give to the Puget…
Jesse FelderMay 31, 2017
If There Was Ever An Example Of ‘Reward-Free Risk’ This Is It
'What is the opposite of a "margin of safety"?' This is a question I've been…
Jesse FelderMay 25, 2017
Investors Better Hope This Time Really Is Different
A version of this post first appeared at The Felder Report Premium. "This time is…
Jesse FelderMay 18, 2017
I’m Hearing A Lot Of Smart People Use ‘The Four Most Dangerous Words In Investing’ These Days, Part Deux
It's hard to believe it was over two years ago I wrote, "I’m Hearing A…
Jesse FelderMay 11, 2017
When Your Uber Driver Tells You To Sell Naked Put Options…
I've written some here about the "short vol" trade, it's various forms, how it's grown…
Jesse FelderMay 2, 2017
Why Have Bankers Become So Bearish?
Over the past few months, insider selling (the legal kind) by top bank executives has…
Jesse FelderApril 28, 2017
How The Passive Investing Mania Undermined Its Most Basic Assumption
I have argued that "passive investing" is an oxymoron because it denies precisely that which…
Jesse FelderApril 20, 2017
Gold Is On The Verge Of Greatness
Last night, after Donald Trump bemoaned the strength in the dollar and the gold price…
Jesse FelderApril 13, 2017
Why The Fed’s Latest Stock Market Warning Is More Ominous Than Ever Before
The Fed minutes were released yesterday and there's one sentence everyone is talking about: "Some…
Jesse FelderApril 6, 2017
Jack Bogle’s 4% Annual Return Forecast For Stocks Could Prove To Be Heroically Optimistic
I'm a big fan of Jack Bogle. Like Warren Buffett, I believe he been nothing…
Jesse FelderMarch 23, 2017