The Hated Long Bond Is Looking Bullish
The December jobs report came in well below expectations this morning sending bond yields tumbling.…
Jesse FelderJanuary 10, 2014
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…
Jesse FelderJanuary 8, 2014
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,…
Jesse FelderJanuary 7, 2014
The Bear Case For The Banks
A few of the things that concern me are: Portfolio managers are very overweight the…
Jesse FelderJanuary 7, 2014
Stock Market Sentiment Has Never Been This Lopsided
Stocks are hitting new records daily so it should be no surprise that folks are…
Jesse FelderDecember 27, 2013
Pay Attention To Social Media Stocks
Though the markets are trading right around the flat line, Twitter, whose share price has…
Jesse FelderDecember 27, 2013
3 Signs We Could Be Looking At A Really Bad Quarter For Corporate Earnings
About those stock market fundamentals... Here are three major signs the coming quarter for corporate…
Jesse FelderDecember 20, 2013
A Tale Of Two Charts
"It was the best of times…""It was the worst of times…" "It was the age…
Jesse FelderDecember 17, 2013
The Great Valuation Debate Rages Once More
There has been a lot of discussion lately about how best to value the stock…
Jesse FelderDecember 16, 2013
Can’t You Hear Me Knockin’?
That's what the bond market is asking the Fed right now as it tests this…
Jesse FelderDecember 12, 2013