BANG: Why The Gold Miners Could Soon Make FANG Look Tame Blog Posts BANG: Why The Gold Miners Could Soon Make FANG Look Tame I've written recently about the FANG stocks and another popular group I call MCBM. Both…Jesse FelderMay 3, 2018
How The Flattening Yield Curve Could Lead To A Bear Market For Stocks Blog Posts How The Flattening Yield Curve Could Lead To A Bear Market For Stocks It seems everyone is talking about the yield curve right now. It also seems most…Jesse FelderApril 26, 2018
The U.S. Stock Market’s Impressive Outperformance May Be Coming To An End Blog Posts The U.S. Stock Market’s Impressive Outperformance May Be Coming To An End Since putting in a major bottom in 2009, the U.S. equity market has dramatically outperformed…Jesse FelderApril 18, 2018
Why We May Be Headed For Another ‘Minsky Moment’ Blog Posts Why We May Be Headed For Another ‘Minsky Moment’ I recently ran across a terrific chart in Grant's Interest Rate Observer that got me…Jesse FelderApril 12, 2018
Is FANG Cheap? Blog Posts Is FANG Cheap? After an incredible run higher over the past couple of years and an especially remarkable…Jesse FelderApril 4, 2018
The Stock Market’s Most Popular ETF Puts In A Long-Term ‘Spinning Top’ Blog Posts The Stock Market’s Most Popular ETF Puts In A Long-Term ‘Spinning Top’ I have been calculating DeMark Sequential signals by hand for over a decade now. It's…Jesse FelderMarch 30, 2018
It’s Not Just LIBOR Pointing To Rising Financial Stress Blog Posts It’s Not Just LIBOR Pointing To Rising Financial Stress Many have noted recently that the spread between 3-month LIBOR and the overnight interbank lending…Jesse FelderMarch 22, 2018
Why Big Tech Is Not As Flush As It Looks Blog Posts Why Big Tech Is Not As Flush As It Looks Many have marveled at the massive amount of cash built up on the balance sheets…Jesse FelderMarch 22, 2018