Why Record-High Margin Debt Should Make You More Cautious
It's recently become popular to dismiss the record level of margin debt in the market…
Jesse FelderMay 6, 2015
Q & J: Week of 5/4/15
Q: My concern with this strategy is that I don't doubt that we can make…
Jesse FelderMay 4, 2015
It Just Doesn’t Matter… Until It Does
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Jesse FelderMay 2, 2015
Potential Inflection Points For Many Asset Classes
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Jesse FelderApril 30, 2015
Q & J: Week of 4/27/15
Q: I am not sure I understand the newsletter. Is the goal to evaluate macroeconomic data…
Jesse FelderApril 29, 2015
It’s Going To Take A Major Bear Market Before Stocks Can Live Up To Investors’ Lofty Expectations
The Nasdaq recently set a new all-time high, 15 years after it set it’s last…
Jesse FelderApril 27, 2015
The Current Mania For “Return-Free Risk”
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Jesse FelderApril 25, 2015
NexPoint Residential Trust
One study completed at Penn State, covering a twenty-five-year period ending in 1988, found that…
Jesse FelderApril 24, 2015