Posts Riddle: What’s The Difference Between The Fed And LTCM? Long-Term Capital Management used massive leverage to generate profits in government bonds (before blowing up…jessefelderJanuary 14, 2014
Posts John Hussman Makes The Bearish Case For Stocks In One Epic Run-on Sentence Behold: With the S&P 500 price/revenue ratio more than twice its historical norm prior to…jessefelderJanuary 14, 2014
Posts Taper Tantrum? As you're probably well aware, the Fed began "tapering" its bond buying this month. At…jessefelderJanuary 13, 2014
Posts Big Banks May Finally Face The Music It sounds like there might finally be a true reckoning for the financial crisis. JP…jessefelderJanuary 10, 2014
Posts The Hated Long Bond Is Looking Bullish The December jobs report came in well below expectations this morning sending bond yields tumbling.…jessefelderJanuary 10, 2014
Posts 3 Charts That Have The Fed Worried About The Stock Market "In their discussion of potential risks, several participants commented on the rise in forward price-to-earnings…jessefelderJanuary 8, 2014
Posts It’s Official: Mom & Pop Have Once Again Fully Embraced The Stock Market Despite the fact that sentiment surveys have clearly shown investors are as bullish as ever,…jessefelderJanuary 7, 2014
Posts The Bear Case For The Banks A few of the things that concern me are: Portfolio managers are very overweight the…jessefelderJanuary 7, 2014
Posts Stock Market Sentiment Has Never Been This Lopsided Stocks are hitting new records daily so it should be no surprise that folks are…jessefelderDecember 27, 2013
Posts Pay Attention To Social Media Stocks Though the markets are trading right around the flat line, Twitter, whose share price has…jessefelderDecember 27, 2013