Jesse Felder | TalkMarkets | Page 1

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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Latest Posts
1 to 16 of 382 Posts
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What Part Of The Market Do You Own?
Monday, February 19, 2024 3:30 PM EDT
The dispersion within the broad stock market recently hit a record extreme.
In this article: SPY
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Goldilocks’ Great Expectations
Friday, January 12, 2024 8:47 PM EDT
Markets, according to Howard Marks, have now priced in a “Goldilocks” scenario. But inflation may prove stickier than the consensus currently expects
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Markets Applaud Another ‘Powell Pivot’
Saturday, December 16, 2023 5:25 AM EDT
Jerome Powell officially executed another one of his famous “pivots” this week.
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Will The ‘Vibecession’ Ever Catch Up With The Magnificent 7?
Saturday, December 9, 2023 8:56 AM EDT
There’s been a lot of media attention on the concept of “vibecession,” or the angst consumers apparently feel even as the economy shows signs of resilience.
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Markets Have Suffered A ‘Sea Change’
Saturday, October 21, 2023 5:15 AM EDT
The markets and economy have suffered a “sea change” in recent years that has dramatically transformed the investment environment.
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The Crucial Message For Investors From The Capital Cycle
Friday, August 11, 2023 11:31 PM EDT
Recent trends in capital spending suggest a major transition is now underway.
In this article: SPY, XLE
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What If Disinflation Is Just An Illusion?
Saturday, August 5, 2023 2:05 AM EDT
That may, in fact, be the message in the bond market…
In this article: DBC, IEF, SPY
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Investors Go ‘All In’ On The Soft Landing Narrative
Friday, July 28, 2023 9:27 PM EDT
Longer-term, there may be cause for greater economic volatility than the “soft Landing” narrative would suggest.
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An Opportune Time To Be A Contrarian?
Friday, July 14, 2023 7:12 PM EDT
For a number of reasons, it would appear to be an opportune time to be a contrarian.
In this article: SPX
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Sizing Up The Bullish Zeitgeist
Friday, July 7, 2023 6:36 PM EDT
Not only have markets become increasingly concentrated, but so have the portfolios of investors of all ages.
In this article: QQQ, GLD, SLV, SPY
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Mr. Market Plays ‘Concentration’
Friday, June 30, 2023 7:58 PM EDT
The stock market is becoming more highly concentrated than ever before.
In this article: SPY, SPX
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Nasdaq Triggers A New Volatility Correlation Sell Signal
Tuesday, May 30, 2023 4:04 PM EDT
A new Nasdaq Volatility Correlation sell signal was triggered last week when the 10-day correlation of the NDX​​​​​​​ and VXN turned positive because both had risen together over that span.
In this article: NDX
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Mr. Market Is Still In Denial Over TINA’s Passing
Wednesday, May 17, 2023 4:00 PM EDT
It would appear that stocks need bonds to rally hard and soon in order to justify current levels.
In this article: SPY, TLT
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The Great Wealth Illusion
Wednesday, May 10, 2023 3:30 PM EDT
It’s no secret that for the past decade and a half, the Federal Reserve has made it its mission to create a “wealth effect” in the economy by boosting asset prices.
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The Trouble With ‘The New Safety Trade’
Wednesday, May 3, 2023 8:01 PM EDT
There has been a lot of talk in recent months about the narrowness of the rally in stocks so far this year.
In this article: AAPL, AMZN, MSFT, NVDA, TSLA
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Why Gold May Be On The Cusp Of Another Major Bull Market
Wednesday, April 19, 2023 8:28 PM EDT
If history is any guide, the best protection against a deteriorating fiscal situation is gold.
In this article: GLD, SPY, UUP
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1 to 16 of 382 Posts
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