Jesse Felder's Comment & Analysis
A complete archive of Jesse Felder's articles, including current analysis & comment - Page 4
Investors chasing Big Tech stocks have pushed their weight in the overall stock market to an extreme, surpassing the peak set during the height of the Dotcom Bubble.
On the flipside of this trade are...
After Sequoia recently suggested that the AI bubble may be reaching a tipping point, Goldman Sachs came out and made a similar point.
Tech blogger Ed Zitron took it a step further, concluding...
It is far easier and more lucrative to hype “the future” than it is to actually build it.
And there is now a record amount of hype built into the valuations of the biggest stocks in the...
Inflation has come down a great deal from its peak, but what if — in a total plot twist from the Fed's plan — disinflation is what turns out to be transitory?
Certainly, there are...
A few years ago, I was studying the relationship between the major stock market indexes and their volatility indexes, and I came across and an intriguing phenomenon. The vast majority of the time,...
Despite the stock market rally so far in 2023, the S&P 500 Index has not come close to regaining its all-time high put in early last year.What has soared to new highs, however, is the stock/bond...
There has been a lot of talk in recent months about the narrowness of the rally in stocks so far this year. It’s no secret that the majority of the gains for the index have come from just a...
Last week, the Treasury Department revealed that the federal deficit hit $1.1 trillion in the first half of the fiscal year ending in March, $432 billion larger than the same period a year earlier....
Back in early 2018, I highlighted a quartet of stocks that had seen a surge in their prices that was far more significant than could be justified by their underlying business trends. That group was...
A few months ago, I wrote a post about using the Coppock Curve as a market timing tool. Well, the Coppock Curve for the S&P 500 Index did turn higher in March (even if you need a magnifying glass...