The Most Bearish Bear You’ll Find Anywhere: The FED
In a new economic letter recently released by the Federal Reserve Bank of San Francisco…
Jesse FelderDecember 30, 2014
Greatest Hits 2014
Here are the most popular TFR posts of 2014: Why Mr. Market Is Still Wrong…
Jesse FelderDecember 26, 2014
Junk Bond Risk Appetites Imply Stocks Should Fall At Least 13%
I have been watching the junk bond (and leveraged loan) market very closely over the…
Jesse FelderDecember 23, 2014
Here’s Why Investors Should Be Worried About Waning Risk Appetites
I've spent a lot of time here and on social media drawing attention to the waning…
Jesse FelderDecember 16, 2014
Wall Street Is #Winning In Full-Blown Charlie Sheen Fashion
We interrupt this financial blog for an important political message: https://twitter.com/jessefelder/status/544180279707848704 First of all, let…
Jesse FelderDecember 14, 2014
Everything But The US Stock Market Has Already Peaked
The new Z.1 report came out today so let's update many of the indicators I've…
Jesse FelderDecember 11, 2014
Don’t Dismiss The Dire Message Of The Junk Bond Market
Junk bonds have been selling off rather dramatically lately and are now testing their October…
Jesse FelderDecember 10, 2014