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Utilities Stocks Just Did Something That Should Only Happen Once In 1,200 Years

I haven't written much recently about the soaring valuations in stocks but my friend, JP,…

Jesse FelderAugust 4, 2016

Blog Posts

Over The Past 50 Years An Earnings Recession Of This Magnitude Has Never Failed To Trigger A Bear Market

It's earnings season once again and it looks as if, as a group, corporate America…

Jesse FelderJuly 28, 2016

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Investors Are Relying On ‘Dangerous Rationalizations That Have Never Held True In The Past’

https://twitter.com/jessefelder/status/757291835010101248 I’m always fascinated to witness how investor sentiment shifts in reaction to price. Stocks…

Jesse FelderJuly 25, 2016

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There Has Never Been A Better Time To Be An Active (Thinking) Investor

"What could be more advantageous in an intellectual contest – whether it be bridge, chess,…

Jesse FelderJuly 19, 2016

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We Are Witnessing The Greatest Dichotomy In The History Of Financial Markets

Interest rates are now hitting record-lows while stocks hit record-highs; this has never happened before.…

Jesse FelderJuly 11, 2016

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A Few More Thoughts On The Long Bond Blowoff

Right after I posted "Long Bonds Enter The Blowoff Stage," Jeff Gundlach expressed some similar…

Jesse FelderJuly 8, 2016

Blog Posts

Long Bonds Enter The Blowoff Stage

Back in late-2014 I first proposed the idea of a blowoff surge higher in the…

Jesse FelderJuly 6, 2016

Blog Posts

The Latest Margin Debt Figures Show Risk Still Outweighs Reward In Owning Stocks

The NYSE just released the margin debt figures for the month of May and they…

Jesse FelderJuly 1, 2016

Blog Posts

Utilities Stocks Just Did Something That Should Only Happen Once In 1,200 Years

Over The Past 50 Years An Earnings Recession Of This Magnitude Has Never Failed To Trigger A Bear Market

Investors Are Relying On ‘Dangerous Rationalizations That Have Never Held True In The Past’

There Has Never Been A Better Time To Be An Active (Thinking) Investor

We Are Witnessing The Greatest Dichotomy In The History Of Financial Markets

A Few More Thoughts On The Long Bond Blowoff

Long Bonds Enter The Blowoff Stage

The Latest Margin Debt Figures Show Risk Still Outweighs Reward In Owning Stocks

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