Desperately Seeking A Margin Of Safety
Back in 2000, I had one of my best years as an investor. You may…
Jesse FelderSeptember 24, 2014
Two Similes
A couple more thoughts on "The New Wolves of Wall Street": The main reason for…
Jesse FelderSeptember 24, 2014
Profit Margins And Major Stock Market Peaks
The chart above plots corporate profit margins as a percent of GNP alongside the Wilshire…
Jesse FelderSeptember 23, 2014
“The Dominant Risk For Wall Street” May Be Manifesting In Small Caps
A good deal of attention has already been paid to the growing divergence between small…
Jesse FelderSeptember 17, 2014
On The “Sioux And The Buffalo”
My recent piece, "The New Wolves Of Wall Street," struck a nerve. I think it…
Jesse FelderSeptember 15, 2014
The New Wolves Of Wall Street
Wall Street is in the midst of some pretty massive change right now. And I'm…
Jesse FelderSeptember 12, 2014
Taking A Shine To The Gold Miners, Part Deux
(If you enjoy reading my blog please subscribe to The Felder Report via email and…
Jesse FelderSeptember 10, 2014
The Only Guy On The FOMC With Any Experience Actually Managing Risk Is Sounding The Alarm
Below is a compilation I put together using excerpts from Richard Fisher's speeches this year…
Jesse FelderSeptember 8, 2014
Seeing The Forest For The Trees
Yesterday morning I came across a piece over at Harvard Business Review titled, "To Make…
Jesse FelderSeptember 5, 2014
All Eyes On The Bond Market
The most critical asset class in the world right now might just be the US…
Jesse FelderSeptember 3, 2014