Jesse Felder | TalkMarkets | Page 2

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 Felder & Company
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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Latest Posts
17 to 30 of 30 Posts
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The Trend Is Now Your Frenemy
Tuesday, October 7, 2014 6:00 PM EDT
Stocks sold off across the board and all of the major indexes have now lost their weekly uptrend lines and 20-week moving averages.
In this article: IWM, COMP, SPX
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Both Valuations And Sentiment At Near-Record Extremes
Friday, September 26, 2014 4:29 PM EDT
Over the past 60 years there has only been one time where stocks were more highly valued and that was during the height of the internet bubble.
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The Hallmark Of Hubris
Friday, September 26, 2014 6:43 AM EDT
Fleck was brought on to talk about the new short fund he’s setting up for the first time since closing his last fund in 2009.
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Desperately Seeking A Margin Of Safety
Wednesday, September 24, 2014 10:15 PM EDT
Overvaluation feels just as pervasive as it did in 2007, maybe even more so. The next bear market is gonna be a doozy.
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Profit Margins And Major Stock Market Peaks
Tuesday, September 23, 2014 4:47 PM EDT
Looking back through history, it’s interesting to note that each of the major peaks in the stock market over the past 40 years has been preceded by a peak in profit margins.
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“The Dominant Risk For Wall Street” May Be Manifesting In Small Caps
Wednesday, September 17, 2014 5:48 PM EDT
A good deal of attention has already been paid to the growing divergence between small cap and large cap stocks so far this year. The former have seen a small decline while the latter have risen about 8%.
In this article: SPX
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On The “Sioux And The Buffalo”
Monday, September 15, 2014 4:03 PM EDT
My recent piece, “The New Wolves Of Wall Street,” struck a nerve. I think it taps into both advisers’ insecurities and investors’ worries about not getting what they pay for. Good. That’s what I was going for.
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The New Wolves Of Wall Street
Friday, September 12, 2014 12:04 PM EDT
Wall Street is in the midst of some pretty massive change right now. And I’m talking about Wall Street as it relates to Main Street. I’m talking about how individual investors are being courted (hunted) and cared for (killed) by the new wolves of Wall Street.
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Taking A Shine To The Gold Miners, Part Deux
Thursday, September 11, 2014 4:10 AM EDT
On a long-term time frame, gold is testing a pretty important uptrend right now.
In this article: GDX, GLD, GDM
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The Only Guy On The FOMC With Any Experience Actually Managing Risk Is Sounding The Alarm
Monday, September 8, 2014 3:19 PM EDT
Below is a compilation I put together using excerpts from Richard Fisher’s speeches this year.
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Seeing The Forest For The Trees
Friday, September 5, 2014 4:14 PM EDT
The stock market is driven not just by fundamentals or sentiment or technicals alone but by all of them in concert with one another. It follows then that an investor should try to incorporate each of them into her investment process in order to maximize its effectiveness.
In this article: SPX
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All Eyes On The Bond Market
Thursday, September 4, 2014 11:14 PM EDT
The most critical asset class in the world right now might just be the US bond market. So far this year bonds have performed very well, but the bulls can’t plan their victory parade just yet. Right now this critical interest rate is sitting at crossroads.
In this article: TNX
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The Problem With Index Funds
Tuesday, September 2, 2014 8:47 PM EDT
I was glad to see Yahoo Finance's Editor-in-Chief concur with my concerns over the growth of index-based investing strategies. The growing popularity of index-based investing could possibly be the cause of yet another stock market bubble.
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Mania, Part Deux
Friday, August 29, 2014 2:16 PM EDT
I continue to be amazed at the rampant rationalizing that is fueling this market. In my first “Mania” post, I began with a quote from professor Shiller regarding his CAPE ratio and what it currently suggests about stock market valuation...
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17 to 30 of 30 Posts
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