‘The End Of A Secular Bull Market Is Near’
Checking All The Boxes There's an old Wall Street saying that goes, "market bottoms are…
Jesse FelderJanuary 2, 2026
Cuatro Comas
Total margin debt recently surpassed $1 trillion. While crossing the 'cuatro comas' mark puts margin…
Jesse FelderSeptember 23, 2025
Corporate Insiders Are Gorging On Shares Of This Weight-Loss Drug Company
Eli Lilly (LLY) saw its stock price crater earlier this month after the company announced…
Jesse FelderAugust 27, 2025
A Rare Contrarian Extreme In Crude Oil Positioning
Friday's Commitment of Traders report showed that the managed money segment took their net long…
Jesse FelderAugust 25, 2025
Of Big Cons And Ponzi Schemes
The Big AI Con This week, technology investor extraordinaire, Roger McNamee, gave an interview on…
Jesse FelderJuly 11, 2025
Building A Base In The Commodities Complex
Over the past few years, the chart of the commodities complex looks to have built…
Jesse FelderMay 11, 2025
Have Offshore Energy Stocks Hit Bottom?
For the past few years, I have primarily focused on the oil and gas producers…
Jesse FelderMarch 19, 2025
Are Markets Prepared For A Policy Shock?
Going through my regular reading this week I kept coming across articles and quotes that…
Jesse FelderJanuary 17, 2025