The Smartest of the Smart Money Is Selling
The ratio of insider selling to insider buying has soared this month:via @hmeisler
Jesse FelderJanuary 21, 2014
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…
Jesse FelderJanuary 14, 2014
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…
Jesse FelderJanuary 14, 2014
Taper Tantrum?
As you're probably well aware, the Fed began "tapering" its bond buying this month. At…
Jesse FelderJanuary 13, 2014
Big Banks May Finally Face The Music
It sounds like there might finally be a true reckoning for the financial crisis. JP…
Jesse FelderJanuary 10, 2014
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