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
For well over a year now the corporate bond market has been signaling a major…
Jesse FelderFebruary 19, 2016
Art And Shipping Bellwethers Send An Ominous Signal For Markets And The Economy
This week two companies had some very interesting things to say about their respective markets…
Jesse FelderFebruary 13, 2016
Why Comparing Dividend Yields To Interest Rates Is A Dumb Idea
I'm hearing a lot of folks these days draw attention to the fact that the…
Jesse FelderFebruary 10, 2016
Mind The Gaps
A version of this post first appeared in The Felder Report PREMIUM. About a month…
Jesse FelderFebruary 5, 2016
Are Passive Investors Taking On Far More Risk Than They Realize?
"The average American is from Missouri everywhere and at all times except when he goes…
Jesse FelderFebruary 3, 2016
Don’t Dismiss The Systemic Risk Of A Corporate Credit Bust
After the worst start to a new stock market year in history, some have begun…
Jesse FelderFebruary 2, 2016
If History Rhymes This Indicator Suggests Stocks Still Have A Long Way To Fall
The latest NYSE margin debt figures came out this week showing another drop during the…
Jesse FelderJanuary 29, 2016
Corporate Bonds Pass An Ominous Milestone
The spread between the yield on corporate bonds and that on treasuries passed the 2%…
Jesse FelderJanuary 28, 2016
What Follows The Most Epic “Reach For Yield” Episode In History?
A friend of mine just emailed me the chart below. Considering the fact that we…
Jesse FelderJanuary 27, 2016