Is Obama Taking Richard Koo’s Advice?
The lost decade for stocks has been a popular topic in the financial press lately.…
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
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”
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
The Wall Street Journal reports:To defend—and profit—from a big rise in inflation, investors have piled…
Jesse FelderDecember 15, 2009
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