Jesse Felder | TalkMarkets | Page 19

Jesse Felder

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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Margin Debt-To-GDP Rises Back To The Level Of Prior Bull Market Peaks
Monday, November 30, 2015 2:36 PM EDT
Margin debt made a comeback in October. With stocks rising 10% or so during the month this should not be surprising at all.
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Leveraged Loans Betray The Rally In Stocks
Friday, November 20, 2015 3:49 PM EDT
Today, I’m watching the leveraged loan market even more closely because it’s moving in the opposite direction of the stock market across a variety of time frames.
In this article: IWM, BKLN
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History Rhymes: A Look At A Pair Of Popular Stock Market Analogs
Monday, November 16, 2015 4:26 PM EDT
There’s been a fair amount of discussion about stock market analogs in the financial blogosphere and on social media over the past few months.
In this article: SPX
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Amazon: The Dumbest Competitor In America’s Most Popular Commodity-Like Business
Thursday, November 12, 2015 1:50 PM EDT
If Amazon does decide to, “turn on the profits,” at some point in the future what is the likelihood they can sustainably generate a profit margin similar to their top competitors while maintaining their current sales growth and market share?
In this article: AMZN Also: TGT, WMT, COST
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Stanley Druckenmiller Growls
Wednesday, November 4, 2015 12:15 PM EDT
Druck gave an interview yesterday at the DealBook conference. Due to the massive misallocation of capital in recent years and the long-term demographic headwind going forward, normal investors should probably be in cash.
Watch
Bond Market To Stocks: “Last Call!”
Monday, November 2, 2015 2:49 PM EDT
Bond market risk appetites hold the key to the stock market right now. It is normally the case that equity and debt markets are very closely intertwined but today this true more than ever.
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The Latest Margin Debt Figures Send An Ominous Signal For Stocks
Monday, October 19, 2015 5:04 PM EDT
Stocks have already likely entered a major bear market that will not end before significant wealth destruction is accomplished.
In this article: SPX
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Ignore The Primary Trend At Your Peril
Wednesday, October 14, 2015 4:36 PM EDT
Quantitative study of the markets has become incredibly popular over the past few years. And it is valuable stuff. But the real value is in how you use it.
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The Biggest Mistake Of My Investing Career: Premature Evacuation
Tuesday, October 13, 2015 2:52 PM EDT
The biggest mistake I’ve ever made, though, was selling my Ball Corp. (BLL) shares in the early 2000’s. At the height of the dotcom bubble this glass jar and aluminum can maker was essentially left for dead by investors.
In this article: BLL, DVN, SBUX
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Anyone Who Claims “Stocks Are Not Overvalued” Is Myopic Or Disingenuous
Monday, October 12, 2015 2:52 PM EDT
There’s a popular chart going around that proclaims, “stocks are not overvalued.” In making this argument, it relies entirely on the fact that the current CAPE ratio is now below its 25-year average.There are two major problems with this argument.
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The 'Most Mean-Reverting Series In Finance' Is Now A Major Headwind For The Economy And The Stock Market
Tuesday, October 6, 2015 4:50 PM EDT
The reason I believe stocks and profit margins are so closely tied together is that profit margins are very good at predicting future earnings growth.
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The Latest Margin Debt Figures Confirm A Major Bear Market Is Probably Underway
Friday, September 18, 2015 12:50 PM EDT
Margin debt is telling us that if there’s any time to be “highly cautious” it’s right now because, if the past two cycles are any guide at all, there’s a very good chance we are witnessing the early stages of a new, major bear market.
In this article: SPX
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This Is Now The Worst Possible Environment For Stock Market Investors
Wednesday, September 2, 2015 11:26 AM EDT
What do I mean by “worst possible environment”? I mean an extremely overvalued, over-bullish stock market that now finds itself in a downtrend.
In this article: SPX
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Why This Correction Will Likely Lead To Another Painful Bear Market
Monday, August 31, 2015 3:14 PM EDT
When margin debt is relatively high it signals that greed is predominantly driving stock prices. Conversely, when margin debt is relatively low it indicates that fear is the predominant factor.
In this article: SPX
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Druck Backs Up The Truck And Loads Up On Gold
Friday, August 14, 2015 2:40 PM EDT
Druck’s latest 13F filing shows that he is currently backing up the truck and loading up on gold. In the second quarter, he bought over $300 million worth making it his single largest position.
In this article: GLD
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One Of The Single Largest Buyers Of Equities Could Now Turn Seller As A Consequence Of The Oil Crash
Tuesday, August 11, 2015 2:39 PM EDT
Equity investors should take note that one of the single largest buyers of equities in the world may now become a net seller simply due to the oil price crash.
In this article: DTO, OIL, SPX
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289 to 304 of 386 Posts
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