The Rationale of a “Balance Sheet Recession” Blog Posts The Rationale of a “Balance Sheet Recession” Barry Ritholtz makes a great point today in a piece titled, "Why Aren’t Banks Lending?…Jesse FelderDecember 23, 2009
The “Real” Mega-Bear Markets Blog Posts The “Real” Mega-Bear Markets Great chart here from Doug Short comparing the S&P 500 from 2000 to today to…Jesse FelderDecember 21, 2009
Doug Kass: “It is truly different this time” Blog Posts Doug Kass: “It is truly different this time” Doug Kass spoke to Barron's over the weekend and provided this concise exposition of the…Jesse FelderDecember 16, 2009
Investors Clamoring Aboard the FAIL Boat Blog Posts Investors Clamoring Aboard the FAIL Boat The Wall Street Journal reports:To defend—and profit—from a big rise in inflation, investors have piled…Jesse FelderDecember 15, 2009
America’s Tower of Babel Blog Posts America’s Tower of Babel via thereformedbroker.comJesse FelderDecember 14, 2009
The Danger of Being a “Naive Contrarian” Blog Posts The Danger of Being a “Naive Contrarian” Back in early March, I wrote a piece for the local newspaper called, "Fortitude in…Jesse FelderSeptember 8, 2009
“In Praise of Cash” or “Putting My Money Where My Mouth Is” Blog Posts “In Praise of Cash” or “Putting My Money Where My Mouth Is” Roughly three months ago, I wrote a piece in which I explained that the great…Jesse FelderJuly 28, 2009
SkyGrid: A News Junkie’s Dream Fix Blog Posts SkyGrid: A News Junkie’s Dream Fix I've been playing with a new news service called SkyGrid for the past few weeks.…Jesse FelderMay 20, 2009