Does This Pattern Ring A Bell (At The Top)?
Let me preface this post by saying this is really more of a curiosity than…
Jesse FelderJanuary 9, 2015
Are Stocks On The Verge Of Another Incredible 1999-Style Surge?
Over the past few months the "blow off" camp has gotten fairly crowded. First, Jeremy Grantham…
Jesse FelderJanuary 8, 2015
Junk Bond Appetites Currently Forecast 1750 For The S&P 500
https://twitter.com/jessefelder/status/552212462901030912 The stock market has now given back almost all of its late-December gains and…
Jesse FelderJanuary 6, 2015
The Most Bearish Bear You’ll Find Anywhere: The FED
In a new economic letter recently released by the Federal Reserve Bank of San Francisco…
Jesse FelderDecember 30, 2014
Easy Game
https://twitter.com/jessefelder/status/549600144664981504 A few weeks ago social media was buzzing with a New York magazine story…
Jesse FelderDecember 29, 2014
Greatest Hits 2014
Here are the most popular TFR posts of 2014: Why Mr. Market Is Still Wrong…
Jesse FelderDecember 26, 2014
Junk Bond Risk Appetites Imply Stocks Should Fall At Least 13%
I have been watching the junk bond (and leveraged loan) market very closely over the…
Jesse FelderDecember 23, 2014
Here’s Why Investors Should Be Worried About Waning Risk Appetites
I've spent a lot of time here and on social media drawing attention to the waning…
Jesse FelderDecember 16, 2014