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
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