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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A New Cluster Of Hindenburg Omens Betrays The Bullish Case For Stocks
While an individual signal has very little value in forecasting a stock market crash, as some seem to suggest, a cluster of signals can be valuable in that it signals a pattern of dispersion that is not compatible with a healthy uptrend.
Tesla Is Just The Latest In A String Of ‘Single Stock Manias’
Investors are desperate to hop aboard the “next big thing”, whatever that may be.
EC Are We In Another Corporate Earnings Bubble?
Over the past few years, there has been a dramatic divergence between corporate profits, as measured by the Bureau of Economic Analysis, and the earnings of the S&P 500 with the former stagnating and the latter soaring.
If Stocks Are ‘Ridiculously Cheap’ Why Isn’t Warren Buffett Buying?
You can always count on a blowoff in the stock market to bring out the most creative and sincere of rationalizations.
Dr. Copper Could Soon Deliver A Diagnosis Of Inflation
Last year saw copper prices fall to test the uptrend line that constitutes the lower half of a long-term pennant pattern and then rebound. Now copper prices appear poised to test the upper trend line.
Stocks Are Discounting A Big Rebound In Earnings That May Not Materialize
Stocks had a big rebound in 2019 out of the fourth quarter selloff of the prior year.
Stock Market Sentiment Has Only Been This Bullish Twice Before Over The Past Two Decades
From both a short-term and long-term perspective, it’s pretty clear investors have become greedy and to a fairly rare degree.
It’s Time To Get Greedy In The Energy Sector
This looks to be the third losing year in a row for energy stocks, a pretty rare feat for any sector or asset class. And it comes after the back-to-back losing years of 2014 and 2015.
Is It Time To Get Bullish On Green Bud?
After peaking in January of 2018 at around 360, the North American Marijuana Index recently fell to 110, a decline of nearly 70% – most of which occurred over just the past six months.
‘The Index Of The Volume Of Speculation’ Is Rolling Over
While the S&P 500 recently hit new highs, margin debt relative to GDP recently fell below its lows from late last year. This suggests that investor risk appetites are simply not supportive of stock prices in a broad sense in 2019.
The Easiest Way To Take Advantage Of The Generational Opportunity In Value
Investors using an improved methodology like fundamental indexing will be doing much to ameliorate the risks traditional passive investors are taking today while also positioning themselves to take advantage of the nascent renaissance in value.
This Is What Monetization Of The Debt Looks Like
Stepping in as a lender of last resort to the banking system is what the Fed was intended for. Stepping in as the lender of last resort to the Federal Government is now what the Fed is being used for.
How The U.S. Stock Market May Be ‘Turning Japanese’
Michael Burry, of The Big Short fame, recently called passive investing a bubble. I would agree it’s probably a bubble but, more importantly, it’s a mania that has contributed to a bubble in the stock market.
Why Waning Foreign Risk Appetite Could Spell Trouble For Stocks
One of the main drivers of foreign risk appetite in US financial assets has been the enormous and growing differential between risk-free yields available here versus those overseas.
The True Cost Of Ignoring True Cost
Investors will soon come to realize once again that equities, private or public, are not the easy path to riches they have seemed to be over the past decade.
Approaching A Long-Term Buy Signal For Gold Amid Short-Term Crosscurrents
Over the past few months, gold has been on a tear. The combination of weakening stock prices and strengthening gold prices could soon trigger a long-term buy signal for the latter and sell signal for the former.
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