Why It Might Be A Good Time To Revisit Ray Dalio’s 1937 Analog
It was over three years ago that Ray Dalio first proposed his 1937 analog. After…
Jesse FelderJuly 25, 2018
What The Buy-And-Hold Cult Doesn’t Want You To Know
Buy-and-hold, and all of its related strategies like BTFD, garnered a cult following a long…
Jesse FelderJuly 19, 2018
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