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
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
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
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
Last week the Wall Street Journal reported: After a long hiatus, George Soros has returned to trading,…
Jesse FelderJune 11, 2016
Using The ‘Fed Model’ To Buy Stocks Has Never Been More Dangerous
Many investors are pointing to low interest rates today as a way to justify soaring…
Jesse FelderJune 6, 2016
Why The Latest Margin Debt Figures Should Make You More Fearful Of The Stock Market
Most people have a hard time thinking about risk. They usually just take their recent…
Jesse FelderJune 3, 2016
The Simple Reason The Fed Is Entirely Dow-Dependent Rather Than Data-Dependent
It's hard to take the Fed at their word and believe they are truly "data-dependent."…
Jesse FelderJune 1, 2016