Why The Buyback Binge Is Not As Bullish As You May Think
As Bloomberg recently reported, stock buybacks are now running at over $40 billion per month.…
Jesse FelderMarch 19, 2015
Don’t Be Seduced By The Siren Song Of The Stock Market
I recently wrote that, "the single greatest mistake investors make is to extrapolate recent history…
Jesse FelderMarch 16, 2015
Why The Smart Money Is Beginning To Worry About The Downside
A month or so ago, I was struck by Ray Dalio's comments at Davos. He…
Jesse FelderMarch 4, 2015
I Have One Question For Warren Buffett At The Next Berkshire Meeting
I've been dying to ask this question of Mr. Buffett for the past few months.…
Jesse FelderMarch 2, 2015
Don’t Kid Yourself: Stocks Are Just As Overvalued Today As They Were In 2000
As the Nasdaq approaches its 2000 highs people are talking about the similarities and the…
Jesse FelderFebruary 24, 2015
Investors Are Still Not Impressed With The Long Bond
Everyone's talking about how the stock market has recently broken out to new highs. I've…
Jesse FelderFebruary 19, 2015
I’m Not Trying To Scare You. I’m Trying To Help You.
I've been accused lately of being a perma-bear, of trying to scare people and of…
Jesse FelderFebruary 14, 2015
‘The Wisdom Of Insecurity’ In The Stock Market
Over the past few years, the idea of "passive investing" has increasingly resonated with the…
Jesse FelderFebruary 11, 2015
Has Demand For Stocks Dried Up? Part Deux
A few weeks ago I took a look at the margin debt numbers using them…
Jesse FelderFebruary 9, 2015
The True Secret To Success In The Financial Markets
You are neither right nor wrong because the crowd disagrees with you. You are right…
Jesse FelderFebruary 4, 2015