“Absolutely No One Saw This Coming”
Gold just had its best quarter in nearly three decades. The precious metal rose 16%…
Jesse FelderApril 4, 2016
More Signs Of A Possible Reversal In The ‘Wealth Effect’
A couple of weeks ago I proposed the idea that the Fed's efforts to stimulate…
Jesse FelderApril 1, 2016
This Indicator Suggests A Bear Market Is Now Underway And It’s Likely To Be A Painful One
NYSE margin debt fell again during the month of February. After the selloff in stocks…
Jesse FelderMarch 31, 2016
We May Have Just Witnessed A Generational Peak In Corporate Profit Margins
Over the past few years I've written a fair amount about the record-high levels of…
Jesse FelderMarch 30, 2016
How The ‘Wealth Effect’ Could Now Shift Into Reverse
A couple of weeks ago I wrote a post asking, "is this the real estate…
Jesse FelderMarch 17, 2016
Robo-Advisors Are Desperately Clinging To A Dangerous Dogma
I've recently argued that the success of passive investing potentially sows the seeds of its own demise.…
Jesse FelderMarch 16, 2016
This Is STILL The Worst Possible Environment For Stock Market Investors
The latest Z.1 data was released yesterday showing that, as of the end of the…
Jesse FelderMarch 11, 2016
Is Gold Going To $8,000?
Last summer I drew attention to the horrific bear market in gold and gold mining…
Jesse FelderMarch 10, 2016
Margin Debt’s Message For Investors Couldn’t Be More Clear
The January margin debt figures were released earlier in the week and there are a…
Jesse FelderMarch 4, 2016
Is This The Real Estate ‘Echo Bubble’?
It was less than a decade ago that a massive housing bubble, driven equally by…
Jesse FelderMarch 3, 2016