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...that growth is slowing, the credit cycle could have already peaked and risk appetites are waning.…

Not so long ago I wrote, "this is probably the second worst time to own…

https://twitter.com/jessefelder/status/553939134931156996 https://twitter.com/jessefelder/status/553940367414788096 https://twitter.com/jessefelder/status/553943038460850176 https://twitter.com/jessefelder/status/553943859059634176 https://twitter.com/jessefelder/status/553952270715334656 https://twitter.com/jessefelder/status/553947995721306114 https://twitter.com/jessefelder/status/553948355009581058 It's not rocket science, folks. You just have…

Let me preface this post by saying this is really more of a curiosity than…

Over the past few months the "blow off" camp has gotten fairly crowded. First, Jeremy Grantham…

https://twitter.com/jessefelder/status/552212462901030912 The stock market has now given back almost all of its late-December gains and…

In a new economic letter recently released by the Federal Reserve Bank of San Francisco…

https://twitter.com/jessefelder/status/549600144664981504 A few weeks ago social media was buzzing with a New York magazine story…

Here are the most popular TFR posts of 2014: Why Mr. Market Is Still Wrong…

I have been watching the junk bond (and leveraged loan) market very closely over the…