Am I Bearish Or Are You Just WAY Too Bullish?
Yesterday I found myself reading GMO's latest quarterly letter and thinking, 'wow, I'm fairly bearish…
Jesse FelderJuly 29, 2015
Shanghai As A Leading Indicator For The S&P 500
"The Shanghai Composite is an excellent leading indicator for the S&P 500." -Jeff Gundlach The…
Jesse FelderJuly 9, 2015
The Single Most Important Element To Successful Investing
Simple is good, especially when it comes to investing. In the markets, it generally pays…
Jesse FelderJuly 2, 2015
A Tale Of Two Mondays
For those that don't know, back in late September I vowed not to shave until…
Jesse FelderJune 29, 2015
Everything You Need To Know About The Chinese Stock Market Bubble
This post first appeared on The Felder Report Premium on June 20, 2015. I’ve mentioned…
Jesse FelderJune 26, 2015
Investors Are Bullish On The Stock Market But Should They Be?
A week ago I put out a call to the bulls. I was looking for…
Jesse FelderJune 24, 2015
Calling All Bulls
It's no secret I've been bearish but in the spirit of seeing the other side…
Jesse FelderJune 17, 2015
Why It’s So Dangerous To Compare Equity Valuations To Interest Rates Right Now
A lot of people have tried to justify today's extremely high stock market valuations by…
Jesse FelderJune 9, 2015
3 Logical Fallacies Underpinning The Current Stock Market Mania
Monday I tweeted: https://twitter.com/jessefelder/status/605455824488521728 A few folks asked me what I was referring to so I…
Jesse FelderJune 4, 2015
The Most Crowded Trade On Wall Street: Denial
A version of this post first appeared May 2, on The Felder Report Premium. "It…
Jesse FelderJune 2, 2015