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Jesse Felder

The Felder Report
  • Analysis & Comment

Jesse Felder's Comment & Analysis
A complete archive of Jesse Felder's articles, including current analysis & comment - Page 2

Overseas investors have never been more bullish on U.S. equities than they are today. “Over the past three months, foreigners purchased US equities at a record pace of $76.5B,” reports Yardeni...
Why Are So Many CEOs Jumping Ship?
By Jesse Felder - Jan 20, 2025
“Non-Mega Cap stocks could reasonably outperform Mega Cap stocks by about 7 percentage points annually over the next decade,” writes Bill Hester. History, it seems, may validate thesis. As for a...
“Speculation has run amok on Nasdaq,” writes Helene Meisler. “And it’s not as though the speculation stops at the stocks themselves. It veers right into options land as well.” Of course, options...
Following up on his earlier piece published a couple of weeks ago, Ruchir Sharma writes, “by some point next year, investors will likely balk and demand higher interest rates or a demonstration of...
In The Financial Times this week, Ruchir Sharma (chair of Rockefeller International) argues that “America is over-owned, overvalued and overhyped to a degree never seen before.” Warren Pies points...
Corporate Insiders Are Jumping Ship
By Jesse Felder - Nov 25, 2024
Corporate insider trading activity has never been more bearish than it is right now. This should be especially concerning given the fact that aggregate insider activity is one of the best predictors...
Almost any way you measure it, the stock market is as overvalued today as it has ever been. Clearly, investors are not worried about the potential for inflation to prove problematic for monetary...
What if the inflation problem has not actually been effectively addressed? It could have important implications for not only monetary but fiscal policy in the near future. This may be one reason...
The market environment has changed dramatically from that which defined the past two decades. Interest rates are significantly higher which should bring equity valuations down though that is not the...
Who Needs Risk Management?
By Jesse Felder - Oct 14, 2024
Corporate insiders are about as bearish on the future prospects of earnings and stock prices as ever before. And there is plenty of evidence suggesting inflation remains sticky. Certainly, it’s...