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Both Valuations And Sentiment At Near-Record Extremes Blog Posts

Both Valuations And Sentiment At Near-Record Extremes

FRED recently updated the data I've been using for my fundamental and sentiment measures from…
Jesse Felder
Jesse FelderSeptember 26, 2014
The Hallmark Of Hubris Blog Posts

The Hallmark Of Hubris

I can't stop thinking about this interview with Bill Fleckenstein on CNBC the other day…
Jesse Felder
Jesse FelderSeptember 25, 2014
Desperately Seeking A Margin Of Safety Blog Posts

Desperately Seeking A Margin Of Safety

Back in 2000, I had one of my best years as an investor. You may…
Jesse Felder
Jesse FelderSeptember 24, 2014
Two Similes Blog Posts

Two Similes

A couple more thoughts on "The New Wolves of Wall Street": The main reason for…
Jesse Felder
Jesse FelderSeptember 24, 2014
Profit Margins And Major Stock Market Peaks Blog Posts

Profit Margins And Major Stock Market Peaks

The chart above plots corporate profit margins as a percent of GNP alongside the Wilshire…
Jesse Felder
Jesse FelderSeptember 23, 2014
“The Dominant Risk For Wall Street” May Be Manifesting In Small Caps Blog Posts

“The Dominant Risk For Wall Street” May Be Manifesting In Small Caps

A good deal of attention has already been paid to the growing divergence between small…
Jesse Felder
Jesse FelderSeptember 17, 2014
On The “Sioux And The Buffalo” Blog Posts

On The “Sioux And The Buffalo”

My recent piece, "The New Wolves Of Wall Street," struck a nerve. I think it…
Jesse Felder
Jesse FelderSeptember 15, 2014
The New Wolves Of Wall Street Blog Posts

The New Wolves Of Wall Street

Wall Street is in the midst of some pretty massive change right now. And I'm…
Jesse Felder
Jesse FelderSeptember 12, 2014
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