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What do I mean by "worst possible environment"? I mean an extremely overvalued, over-bullish stock…

Jesse FelderSeptember 1, 2015

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Back in May I wrote a post arguing that the record-high levels of margin debt…

Jesse FelderAugust 31, 2015

Blog Posts Jesse

Late last September I made a vow: https://twitter.com/jessefelder/status/514930802862596097 I had been making the case here…

Jesse FelderAugust 27, 2015

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Back in April I wrote a post titled, "how to trade like Stan Druckenmiller, George…

Jesse FelderAugust 14, 2015

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For months now it's been popular to consider the oil crash contained, that is to…

Jesse FelderAugust 11, 2015

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A year ago, I wrote a post called, "how to time the market like Warren…

Jesse FelderAugust 7, 2015

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Yesterday I found myself reading GMO's latest quarterly letter and thinking, 'wow, I'm fairly bearish…

Jesse FelderJuly 29, 2015

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"The Shanghai Composite is an excellent leading indicator for the S&P 500." -Jeff Gundlach The…