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Bonds Haven’t Even Begun Pricing In ‘Trumpflation’ Yet Blog Posts

Bonds Haven’t Even Begun Pricing In ‘Trumpflation’ Yet

Since the election the financial markets have been trying to price in "Trumpflation." This is…

Jesse FelderNovember 25, 2016

I Have Just One Question For Janet Yellen… Blog Posts

I Have Just One Question For Janet Yellen…

Janet Yellen is opining on capital hill again today and if I could ask her…

Jesse FelderNovember 17, 2016

It’s Time To Put TINA On Suicide Watch Blog Posts

It’s Time To Put TINA On Suicide Watch

One of the major factors behind the strength in the stock market in recent years…

Jesse FelderNovember 9, 2016

You’re Crazy If You Think Investing In Equities Today Will ‘Reduce Risk’ Blog Posts

You’re Crazy If You Think Investing In Equities Today Will ‘Reduce Risk’

Here in Oregon we have a measure on the ballot which would allow public universities…

Jesse FelderNovember 4, 2016

This Economic Flag Is Flying At Half Mast Blog Posts

This Economic Flag Is Flying At Half Mast

Robert Half is the largest staffing company in the country. It's business and stock price…

Jesse FelderOctober 31, 2016

Is Apple’s Stock Cheap? Not To My Eyes Blog Posts

Is Apple’s Stock Cheap? Not To My Eyes

Apple reported earnings this week and the latest numbers have some some pounding the table…

Jesse FelderOctober 27, 2016

A Real Conversation About The Markets Blog Posts

A Real Conversation About The Markets

I don't watch financial television. Aside from an occasionally useful contrarian indicator I just don't find…

Jesse FelderOctober 24, 2016

Remembering The Impetus Of “Irrational Exuberance” As We Approach Its 20th Anniversary Blog Posts

Remembering The Impetus Of “Irrational Exuberance” As We Approach Its 20th Anniversary

We are approaching the 20th anniversary of Alan Greenspan's famous "irrational exuberance" speech. Many remember…

Jesse FelderOctober 20, 2016

Why ‘Passive Investing’ Is An Oxymoron Blog Posts

Why ‘Passive Investing’ Is An Oxymoron

There's no such thing as "passive investing." As Ben Graham defined it in his magnum opus, Security…

Jesse FelderOctober 14, 2016

Never Say ‘Never’ When It Comes To The Financial Markets Blog Posts

Never Say ‘Never’ When It Comes To The Financial Markets

"We've never had a decline in house prices on a nationwide basis." -Ben Bernanke, July 2005 Just because something has…

Jesse FelderOctober 7, 2016