Jesse Felder Blog | Talkmarkets | Page 1
Independent Investment Manager and Publisher
Location: P.O. Box 790, Bend, OR, United States
Phone: 541-389-3345
Contributor's Links: The Felder Report

Jesse has been managing money for over 20 years. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Today he works with a select group of clients at Felder & Company, LLC in Bend, ... more

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Who Says Value’s Dead?
It is crucial to distinguish “quantitative value” from traditional “value investing”.
Has Gold Gotten Too Expensive?
With the gold price up about 100% since it bottomed five years ago, some investors seem to believe that it has gotten overpriced.
It’s Time To Get Greedy In The Energy Sector, Part Deux
The contrarian case for buying energy stocks just keeps getting stronger and stronger.
Don’t Overlook The Vampire Squid’s Role In The Recent Tesla Call Buying Frenzy
Goldman has a keen interest in seeing Tesla shares rise for several reasons.
Master The Art Of Doing Nothing
Right now, due to the extraordinary circumstances in the world, politics, the economy, monetary policy, and more, the urge to do something is even greater than normal.
A Speculative Feeding Frenzy Like We Have Never Seen Before
Rapidly rising call premiums push volatility measures higher while surging dealer demand for stocks pushes prices higher. However, this is not a sustainable situation.
The VIX Is Raising A Red Flag For The Rally
One of the indicators I like to watch in regards to the stock market is the relationship between it and expected volatility as indicated by the VIX Index.
Why Warren Buffett Is Buying Precious Metals (Again)
Berkshire is too big today to buy precious metals directly but an equity investment that may be a much more efficient inflation hedge than your average stock is right up their alley.
This Is What ‘Fiscal Dominance’ Looks Like
The Fed is now being forced to play “follow the leader”.
A Generational Opportunity In Commodities?
If the dollar is to decline again in a major way as a result of the rapid debt accumulation met with money printing for the explicit purpose of stoking inflation, commodities could prove to be the best way to play it.
Enjoy The Gold Fireworks Show While It Lasts
A more tactical and discerning approach may now be warranted as the risk/reward equation shifts. After all, fireworks shows don’t last forever.
If That Was A Bubble, What’s This?
Just three stocks, Apple, Amazon, and Microsoft, make up more than 16% of the S&P 500 Index and over a third of the Nasdaq 100 Index. Together they are now valued at nearly $5 trillion.
‘What Were You Thinking?’ Part Deux
As we find ourselves in the midst of the worst economic crisis in modern history, there are still more stocks that trade above 10-times revenues today (37) than there were in March of 2000 (30).
This Might Be The Craziest Thing I’ve Seen In My Stock Market Career
Typically, when recession hits and unemployment rises dramatically it’s not good for the stock market as both revenues and earnings take a hit.
The Biggest Disconnect Between Prices And Profits In Stock Market History?
Everyone is talking about the massive disparity between stock prices and fundamentals right now.
A Dangerous Gap Has Opened Up For U.S. Equities
It should come as no surprise to most investors that U.S. stocks have dramatically outperformed the rest of the world over the past decade.
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