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
This High-Quality Gold Miner’s Stock Price Is Dirt Cheap
Yesterday, in doing research for this report, I tweeted a photo on our private twitter…
Jesse FelderJanuary 19, 2022
Not Hawkish But A Bit Less Dovish
2021 is now in the books. Future historians will no doubt look back at the…
Jesse FelderJanuary 3, 2022
Why Big Tech’s Centibillionaires Are Hitting The Eject Button
The major financial media outlets have finally caught up to the fact that insider selling…
Jesse FelderDecember 31, 2021
An Opportunity In The Utilities Sector
About a month ago I wrote up a trade idea focused on a defensive sector…
Jesse FelderMay 20, 2021
The Wall Street Shit Machine Kicks Into Overdrive
"Wall Street will sell shit as long as shit can be sold." -Charlie Munger Never…
Jesse FelderMarch 12, 2021
A Stock Market Blowoff Like No Other
Small cap stocks have had an incredible run over the past year. The Russell 2000…
Jesse FelderMarch 11, 2021
‘That’s Not A Knife’
There's a scene in the 80's hit movie, Crocodile Dundee, in which the title protagonist…
Jesse FelderJanuary 14, 2021