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There Has Never Been A Better Time To Be An Active (Thinking) Investor Blog PostsFavorites

There Has Never Been A Better Time To Be An Active (Thinking) Investor

"What could be more advantageous in an intellectual contest – whether it be bridge, chess,…

Jesse FelderJuly 19, 2016

We Are Witnessing The Greatest Dichotomy In The History Of Financial Markets Blog Posts

We Are Witnessing The Greatest Dichotomy In The History Of Financial Markets

Interest rates are now hitting record-lows while stocks hit record-highs; this has never happened before.…

Jesse FelderJuly 11, 2016

A Few More Thoughts On The Long Bond Blowoff Blog Posts

A Few More Thoughts On The Long Bond Blowoff

Right after I posted "Long Bonds Enter The Blowoff Stage," Jeff Gundlach expressed some similar…

Jesse FelderJuly 8, 2016

Long Bonds Enter The Blowoff Stage Blog Posts

Long Bonds Enter The Blowoff Stage

Back in late-2014 I first proposed the idea of a blowoff surge higher in the…

Jesse FelderJuly 6, 2016

The Latest Margin Debt Figures Show Risk Still Outweighs Reward In Owning Stocks Blog Posts

The Latest Margin Debt Figures Show Risk Still Outweighs Reward In Owning Stocks

The NYSE just released the margin debt figures for the month of May and they…

Jesse FelderJuly 1, 2016

How To Interpret The Fed’s Warning On Stock Market Valuations Blog Posts

How To Interpret The Fed’s Warning On Stock Market Valuations

The most notable thing to come out of Janet Yellen's Humphrey Hawkins testimony to Congress…

Jesse FelderJune 22, 2016

MUST WATCH: John Oliver On Retirement Plans Blog Posts

MUST WATCH: John Oliver On Retirement Plans

I've spent many years trying to warn people against the perils and pitfalls of investing…

Jesse FelderJune 15, 2016

Warren Buffett’s Favorite Valuation Tool Shows Stocks Are Even Less Attractive Than Record-Low-Yielding Bonds Right Now Blog Posts

Warren Buffett’s Favorite Valuation Tool Shows Stocks Are Even Less Attractive Than Record-Low-Yielding Bonds Right Now

I recently detailed why using the 'Fed Model' to buy stocks has never been more…

Jesse FelderJune 14, 2016

Talking Macro Risks With The Investors Podcast Blog Posts

Talking Macro Risks With The Investors Podcast

Preston and Stig over at The Investors Podcast were kind enough to invite me on…

Jesse FelderJune 13, 2016

The Simple Reason George Soros Is So Bearish Today Blog Posts

The Simple Reason George Soros Is So Bearish Today

Last week the Wall Street Journal reported: After a long hiatus, George Soros has returned to trading,…

Jesse FelderJune 11, 2016