Jesse Felder | TalkMarkets | Page 3

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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33 to 48 of 382 Posts
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The Trouble For Big Tech Stocks In Two Charts, Part Deux
Saturday, October 29, 2022 10:42 PM EDT
Put the market caps together of Microsoft, Apple, Nvidia, Tesla and Amazon and compare that figure with their aggregate free cash flow and you get a multiple of over 50 times, down from nearly 70 at the start of the year.
In this article: AAPL, AMZN, MSFT, NVDA, TSLA
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The Financial Media Goes Gaga For The Greenback
Thursday, October 20, 2022 3:00 AM EDT
Sentiment is a funny thing. Fear and greed are two very powerful motivators and markets trigger these emotions in people like nothing else.
In this article: UUP
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A Generational Opportunity In Commodities - Part 3
Wednesday, October 12, 2022 9:06 PM EDT
From a fundamental standpoint, commodities are still dramatically undervalued relative to equities. This suggests that the outperformance they have seen over the past two years still has plenty of room to run.
In this article: DBC, DJP
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Why The Bear Market In Stocks May Only Be Halfway Through
Wednesday, October 5, 2022 4:39 PM EDT
History suggests that the rapid rises in the dollar, interest rates, and oil prices over the past couple of years represent a uniquely bearish trifecta that will likely have a very negative effect on earnings over the next year or so.
In this article: SPX
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Are The Bond Vigilantes Back? - Part 2
Wednesday, September 28, 2022 2:26 PM EDT
The bond vigilantes have finally been woken from their long slumber by rapidly rising inflation and a Federal Reserve that has fallen woefully behind the curve.
In this article: TYX
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Are Investors Staring Down Another ‘Lost Decade’ In The Stock Market?
Wednesday, September 21, 2022 8:46 PM EDT
Investors are likely going to have to do more than just passively buy and hold a broad stock market index if they want to avoid a prolonged period of negative real returns.
In this article: SPX
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The ‘Massive Momentum Structure’ In The Stock Market Is Breaking Down, Part One
Wednesday, August 31, 2022 2:48 PM EDT
During the bull market that dated back to the 2009 low, the Nasdaq 100 Index formed a clear momentum range between roughly 40% on the high side and 10% on the low side.
In this article: NDX
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The Dangerous Assumption Embedded In Today’s P/E Ratios
Wednesday, August 17, 2022 2:14 PM EDT
Today, the S&P 500 Index sports a price-to-earnings ratio of 21 on trailing 12-months’ operating earnings and 18 on analyst estimates of operating earnings over the next 12 months.
In this article: SPX
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Small Businesses’ Big Message For The Markets - Part 2
Wednesday, August 10, 2022 4:00 PM EDT
The risk of the current slowdown in the economy, which has enabled inflationary pressures to abate even to a small degree, evolving into a full-blown recession ahead appears significant.
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Managing The Inflation Narrative Versus Actually Managing Inflation
Wednesday, July 27, 2022 2:00 PM EDT
Today, the Fed is set to announce another rate hike of 75 basis points, taking the funds rate to 2.25-2.5%.
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Retail Investors’ Appetite For Speculation Appears Insatiable
Wednesday, July 20, 2022 8:15 PM EDT
One of the most astounding phenomena in the markets over the past couple of years is retail investors’ enthusiastic embrace of leveraged speculation.
In this article: SPX
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When Bubbles Go Bust
Wednesday, July 13, 2022 2:33 PM EDT
Many of the most popular stocks in the market peaked and rolled over well before the major indexes did.
In this article: NDX
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If Inflation Doesn’t Rapidly Dissipate, Gold Prices Will Prove Dramatically Undervalued
Wednesday, July 6, 2022 1:32 PM EDT
If inflation proves more durable than markets currently discount, the recent volatility may be merely a prelude to a more significant repricing across a number of asset classes.
In this article: GLD, DJI
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When The Smart Money Says ‘Sold To You’
Wednesday, June 29, 2022 3:30 PM EDT
When insiders all decide to sell significant numbers of shares and they do so all at once, it’s hard to see more than one very obvious reason to explain it. 
In this article: CVNA, PTON, SPCE
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Markets Have Bought The Fed’s Transitory Narrative Hook, Line, And Sinker
Wednesday, June 15, 2022 2:02 PM EDT
Markets are discounting a future in which inflation peaks right about now and then falls back to its long-run trend very rapidly. 
In this article: SPX
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Inflation And The $64(0),000 Question
Wednesday, June 8, 2022 5:17 PM EDT
The weakness in the stock market so far this year has many pundits and investors alike wondering if we might be closer to the end of the drawdown than the beginning.
In this article: SPX
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