Posts A Generational Opportunity In Commodities, Part Tres Even after their correction over the past few months, commodities have been one of the…jessefelderOctober 12, 2022
Posts Why The Bear Market In Stocks May Only Be Halfway Through There are a lot of different ways to analyze markets; fundamental and technical analysis are…jessefelderOctober 5, 2022
Posts Are The Bond Vigilantes Back? Part Deux Back in March, I wrote, "The long-term chart of the 30-year treasury yield may now…jessefelderSeptember 28, 2022
Posts Are Investors Staring Down Another ‘Lost Decade’ In The Stock Market? Legendary hedge fund manager Stan Druckenmiller, in an interview with Palantir CEO Alex Karp, recently…jessefelderSeptember 21, 2022
Posts The ‘Massive Momentum Structure’ In The Stock Market Is Breaking Down A little over a year ago, I had the pleasure of interviewing Michael Oliver in…jessefelderAugust 31, 2022
Posts The Dangerous Assumption Embedded In Today’s P/E Ratios Many investors like to use price-to-earnings ratios as a short-hand valuation tool for both individual…jessefelderAugust 17, 2022
Posts Small Businesses’ Big Message For The Markets, Part Deux Back in December, I wrote, "Considering the fact that the majority of investors are still…jessefelderAugust 10, 2022
Posts It’s Time To Get Greedy In The Energy Sector, Part Tres It's hard to believe that even after dramatically outperforming the broad stock market for almost…jessefelderAugust 3, 2022
Posts Managing The Inflation Narrative Versus Actually Managing Inflation Today, the Fed is set to announce another rate hike of 75 basis points, taking…jessefelderJuly 27, 2022
Posts Retail Investors’ Appetite For Speculation Appears Insatiable One of the most astounding phenomena in the markets over the past couple of years…jessefelderJuly 20, 2022