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We May Have Just Witnessed A Generational Peak In Corporate Profit Margins Blog Posts

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 Blog Posts

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 Blog Posts

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 Blog Posts

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? Blog Posts

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 Blog Posts

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’? Blog Posts

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

The Big Earnings Con Blog Posts

The Big Earnings Con

There’s a big con going on in the stock market right now. Company earnings are falling…

Jesse FelderFebruary 25, 2016

The Courage To Fail Blog Posts

The Courage To Fail

The other day I was struck by the fact that the finance industry, probably more…

Jesse FelderFebruary 23, 2016

Buyers Are “Drying Up” Across All Sorts Of Risk Assets Blog Posts

Buyers Are “Drying Up” Across All Sorts Of Risk Assets

For well over a year now the corporate bond market has been signaling a major…

Jesse FelderFebruary 19, 2016