‘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
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
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
‘An Enormous Misallocation of Capital’
'An Enormous Misallocation of Capital' "The Mechanical Turk, also known as the Automaton Chess Player,…
Jesse FelderApril 5, 2024
Get Real
Get Real Well, that's another Fed week in the books and much of talk focused…
Jesse FelderFebruary 2, 2024
What The Wise Man Does In The Beginning…
It's funny to hear people say nothing is working in this market. In fact, markets…
Jesse FelderOctober 21, 2022
Just Can’t Get Enough
Perhaps the hardest part about investing is that, in the words of Walter Deemer, "when…
Jesse FelderOctober 14, 2022
A New Inflation Paradigm Calls For A New Investor Playbook
I have argued, for almost four years now, that inflation was going to make a…
Jesse FelderFebruary 25, 2022