Posts Capital Follows Returns, Not The Other Way Around "Whenever you find yourself on the side of the majority, it is time to reform…jessefelderFebruary 23, 2022
Posts Is It ‘Monetization’ Yet, Dr. Bernanke? Eleven years ago, shortly after the onset of QE 2, Ben Bernanke gave us his…jessefelderFebruary 16, 2022
Posts Can The Fed Afford To Tighten Into An Economic Slowdown? There's an important disconnect between stocks and bonds today. Specially, I am looking at two…jessefelderFebruary 9, 2022
Posts Still Extreme Levels Of ‘Ridiculousness’ Despite the strong two-day rally to finish the month, January was the worst start to…jessefelderFebruary 2, 2022
Posts Are Big Tech Stocks Following In The Footsteps Of Their Chinese Counterparts? In a year filled with notable market phenomena, one of the more notable of 2021…jessefelderJanuary 26, 2022
Posts Dr. Copper: The Arbiter Of Inflation Truth Almost a year ago, I published a post proclaiming, "Dr. Copper Delivers A Diagnosis Of…jessefelderJanuary 19, 2022
Posts Mr. Market Is Now Very Impressed With Apple "To achieve superior investment results, you have to hold nonconsensus views regarding value, and they…jessefelderJanuary 12, 2022
Posts The Market Is Sending A ‘Loud, Clear Signal’ That Oil Prices Are Headed Higher “When you get a range expansion, the market is sending you a very loud, clear…jessefelderJanuary 5, 2022