The Trend Is Now Your Frenemy
I titled my latest weekly newsletter (subscribe here for free), "The Trend Is Still Your…
Jesse FelderOctober 7, 2014
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 FelderSeptember 26, 2014
The Hallmark Of Hubris
I can't stop thinking about this interview with Bill Fleckenstein on CNBC the other day…
Jesse FelderSeptember 25, 2014
Desperately Seeking A Margin Of Safety
Back in 2000, I had one of my best years as an investor. You may…
Jesse FelderSeptember 24, 2014
Two Similes
A couple more thoughts on "The New Wolves of Wall Street": The main reason for…
Jesse FelderSeptember 24, 2014
Profit Margins And Major Stock Market Peaks
The chart above plots corporate profit margins as a percent of GNP alongside the Wilshire…
Jesse FelderSeptember 23, 2014
“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 FelderSeptember 17, 2014
On The “Sioux And The Buffalo”
My recent piece, "The New Wolves Of Wall Street," struck a nerve. I think it…
Jesse FelderSeptember 15, 2014