Is The High-Beta Blowoff Finally Breaking Down?
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Jesse FelderNovember 12, 2025
A Double-Dipper In The Oil Patch
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Jesse FelderNovember 11, 2025
The Stock Market Is The Semiconductor Cycle
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Jesse FelderNovember 9, 2025
Investor ‘Greed’ Goes Off The Chart
Below are some of the most interesting things I came across this week. Click here…
Jesse FelderNovember 8, 2025
Confidence Men And The Discontented Masses
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Jesse FelderNovember 7, 2025
Why Stock Market Bulls Should Not Be So Sanguine About Stagflation
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Jesse FelderNovember 5, 2025
Something’s Gotta Give
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Jesse FelderNovember 4, 2025
Building Monuments To The Greatness Of Big Tech
Below are some of the most interesting things I came across this week. Click here…
Jesse FelderNovember 1, 2025