Chart Book: Can The US Stock Market Continue To Defy Gravity?
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Jesse FelderOctober 10, 2015
Q & J: Gold Miners Shine
Q: I appreciate your long-term KMI investment thesis, but I can't get my head around…
Jesse FelderOctober 10, 2015
Alert: Scaling Into A New Short Position
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Jesse FelderOctober 8, 2015
The ‘Most Mean-Reverting Series In Finance’ Is Now A Major Headwind For The Economy And The Stock Market
"Profit margins are probably the most mean-reverting series in finance." -Jeremy Grantham Just over a…
Jesse FelderOctober 6, 2015
Alert: Bear Market Rally?
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Jesse FelderOctober 5, 2015
Market Comment: A Holistic View Of The Current Correction (Ahem, Bear Market)
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Jesse FelderOctober 3, 2015
Chart Book: Taking Another Stab At The Short Side
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Jesse FelderOctober 3, 2015
Q & J: The Great Healthcare Debate
Q: Tenet has dropped like a rock over the last 2 1/2 months. Buy opportunity?…
Jesse FelderOctober 3, 2015