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The U.S. Stock Market’s Impressive Outperformance May Be Coming To An End Blog Posts

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’ Blog Posts

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

Is FANG Cheap? Blog Posts

Is FANG Cheap?

After an incredible run higher over the past couple of years and an especially remarkable…

Jesse FelderApril 4, 2018

The Stock Market’s Most Popular ETF Puts In A Long-Term ‘Spinning Top’ Blog Posts

The Stock Market’s Most Popular ETF Puts In A Long-Term ‘Spinning Top’

I have been calculating DeMark Sequential signals by hand for over a decade now. It's…

Jesse FelderMarch 30, 2018

It’s Not Just LIBOR Pointing To Rising Financial Stress Blog Posts

It’s Not Just LIBOR Pointing To Rising Financial Stress

Many have noted recently that the spread between 3-month LIBOR and the overnight interbank lending…

Jesse FelderMarch 22, 2018

Why Big Tech Is Not As Flush As It Looks Blog Posts

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 Blog Posts

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 Blog Posts

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 Blog Posts

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’ Blog Posts

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