Posts Are Big Tech Stocks Following In The Footsteps Of Their Chinese Counterparts? Part Deux Back in January, I drew attention to the dramatic divergence between US and Chinese tech…jessefelderJune 1, 2022
Posts How Goodhart’s Law Can Help Us Understand How We Got Here One of the most important concepts in the realm of finance and economics is succinctly…jessefelderMay 25, 2022
Posts An Epic Set Of ‘Alligator Jaws,’ Part Deux Exactly a year ago I shared a chart here that represented "An Epic Set Of…jessefelderMay 18, 2022
Posts Markets Are At Risk Of Another Major Deleveraging Event “Even the most circumspect friend of the market would concede that the volume of brokers’…jessefelderMay 4, 2022
Posts The Trouble For Big Tech Stocks In Two Charts This month (so far) has been the worst for the Nasdaq since the stock market…jessefelderApril 27, 2022
Posts The Fed Just Disengaged Its Volatility Suppression Machine The Fed minutes released today reveal the central bank intends to start reducing its balance…jessefelderApril 6, 2022
Posts Why You Should Look At Markets Like A Martian The following is an excerpt from a Market Comment recently featured on TFR Premium. I think…jessefelderMarch 23, 2022
Posts Are The Bond Vigilantes Back? The long-term chart of the 30-year treasury yield may now be the most important chart…jessefelderMarch 16, 2022