Markets Applaud Another ‘Powell Pivot’
Below are some of the most interesting articles, quotes and charts I came across this…
Jesse FelderDecember 15, 2023
Will The ‘Vibecession’ Ever Catch Up With The Magnificent 7?
Below are some of the most interesting articles, quotes and charts I came across this…
Jesse FelderDecember 8, 2023
A Tribute To Charlie
Investing legend Charlie Munger passed away this week. Below are some of the most interesting…
Jesse FelderDecember 1, 2023
Is The American Consumer Tapped Out?
Below are some of the most interesting articles, quotes and charts I came across this…
Jesse FelderNovember 24, 2023
Investors Go ‘All In’ On The Soft Landing Narrative, Part Deux
Below are some of the most interesting articles, quotes and charts I came across this…
Jesse FelderNovember 17, 2023
Markets Have Suffered A ‘Sea Change’, Part Deux
Below are some of the most interesting articles, quotes and charts I came across this…
Jesse FelderNovember 10, 2023
The Bond Market’s Bearish Message For Stocks
Below are some of the most interesting articles, quotes and charts I came across this…
Jesse FelderNovember 3, 2023
Testing The Financial Structures Inspired By Easy Money
Below are some of the most interesting articles, quotes and charts I came across this…
Jesse FelderOctober 27, 2023