Greatest Hits 2015
Here are a few of the most popular TFR blog posts from the past year:…
Jesse FelderDecember 31, 2015
Why You Should Be Worried About The Junk Bond Rout
There is an ongoing debate about the current state of the junk bond market and…
Jesse FelderDecember 18, 2015
Owning Stocks Today Is Risking Dollars To Make Pennies
The Fed released its latest Z.1 report today and, though it's not the timeliest of…
Jesse FelderDecember 10, 2015
Like Clockwork They’re Bashing Buffett Again
Once again, it's becoming popular for the media to bash Warren Buffett's lackluster performance. https://twitter.com/jessefelder/status/671703137867055104…
Jesse FelderDecember 1, 2015
Margin Debt-to-GDP Rises Back To The Level Of Prior Bull Market Peaks
Margin debt made a comeback in October. With stocks rising 10% or so during the…
Jesse FelderNovember 30, 2015
Leveraged Loans Betray The Rally In Stocks
I've written a fair amount about bond market risk appetites over the past year or…
Jesse FelderNovember 20, 2015
History Rhymes: A Look At A Pair Of Popular Stock Market Analogs
There's been a fair amount of discussion about stock market analogs in the financial blogosphere…
Jesse FelderNovember 16, 2015
My 5 Favorite Sites, Services And Sources For Staying Plugged Into The Markets
I get asked a fair amount about my morning routine and the sites, services and…
Jesse FelderNovember 13, 2015
Amazon: The Dumbest Competitor In America’s Most Popular Commodity-Like Business
The strength in the FANGs (Facebook, Amazon, Netflix, Google) is what's holding up the stock market this year.…
Jesse FelderNovember 12, 2015
Stanley Druckenmiller Growls
https://www.youtube.com/watch?v=l0YjPekmccs Druck gave an interview yesterday at the DealBook conference. There are two major takeaways…
Jesse FelderNovember 4, 2015