Is The Retail Sector Signaling Recession?
I was recently going through my chart book of about 300 stocks I look at…
Jesse FelderAugust 10, 2016
Utilities Stocks Just Did Something That Should Only Happen Once In 1,200 Years
I haven't written much recently about the soaring valuations in stocks but my friend, JP,…
Jesse FelderAugust 4, 2016
Over The Past 50 Years An Earnings Recession Of This Magnitude Has Never Failed To Trigger A Bear Market
It's earnings season once again and it looks as if, as a group, corporate America…
Jesse FelderJuly 28, 2016
Investors Are Relying On ‘Dangerous Rationalizations That Have Never Held True In The Past’
https://twitter.com/jessefelder/status/757291835010101248 I’m always fascinated to witness how investor sentiment shifts in reaction to price. Stocks…
Jesse FelderJuly 25, 2016
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
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
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
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
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
The most notable thing to come out of Janet Yellen's Humphrey Hawkins testimony to Congress…
Jesse FelderJune 22, 2016