Yes, Bitcoin Is A Bubble And It’s About To Burst
The popularity of trading Bitcoin has now reached the point where none other than the…
Jesse FelderJune 24, 2017
The High Wire Act Of Being A Diehard Value Investor In The Age Of Central Bank Bubbles
A version of this post first appeared at The Felder Report Premium I have spend…
Jesse FelderJune 23, 2017
This Is What The Blowoff Stage Of A Stock Market Bubble Looks Like
We saw the "blowoff" top in bonds last summer (see this and this). This summer…
Jesse FelderJune 15, 2017
The Stars Are Starting To Align For Gold Bulls
I've been following gold pretty closely since I first proclaimed, 'it's time to get greedy…
Jesse FelderJune 8, 2017
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