Jesse Felder
Jesse Felder worked for the largest firm on Wall Street, co-founded a multi-billion-dollar hedge fund and has been active in the markets for over 20 years. He is author of Fire Wall Street: Empower Yourself and Become Your Own Financial Adviser and producer of the podcast Superinvestors and the Art of Worldly Wisdom.
Jesse Felder Articles
If you have been watching the “inside of the stock market” over the past six months or so, you’ve been able to see the increasingly popular “soft landing” narrative regarding the direction of the economy play out in prices.
After the painful decline in stock prices last year, many investors have clearly come to the conclusion that this now represents another terrific buying opportunity. And if you look just at earnings-based valuation measures, you could be...
Warren Buffett recently published his latest letter to shareholders of Berkshire Hathaway and, if you haven’t done so already, I encourage to go read it along with all 45 that preceded it, from 1977 to 2022. They are a wealth of investment...
We have already seen an inordinate amount of outright fraud this cycle (see this and this) that has, so far, proven to be a terrific indicator of where we stand in the larger market cycle. Today, Bloomberg reports that earnings quality for...
When it comes to technical analysis I subscribe to the KISS philosophy: Keep It Simple, Stupid! The more complex it gets, the more the study of charts and price patterns loses its usefulness, in my opinion.
As I first noted here a couple of months ago, despite the Fed’s aggressive rate hike campaign over the past year, the funds rate remains below CPI. As such, it’s hard to call current policy “hawkish” in the context of history.
Almost five years ago I wrote a blog post titled, “BANG: Why The Gold Miners Could Soon Make FANG Look Tame.” A reader recently reached out to ask if I would post an update so here it is.
Over the summer, I once again highlighted the uniquely insightful work of my friend, Michael Oliver. Michael studies momentum within the markets and how it typically behaves through various cycles.
2022 has been a difficult year for financial assets with the traditional 60/40 portfolio suffering one of its worst annual performances on record. This has many investors asking whether the damage done means stocks and bonds now offer an...
Despite all the worries over the possibility of a recession in the quarters ahead, the stock market seems to have priced in a “soft landing” for the economy.
