Jesse Felder

Gleneden Beach

Founder, Editor and Publisher at The Felder Report

Producer and Host, Superinvestors and the Art of Worldly Widsom at The Felder Report

Founder and editor of The Felder Report and host of the Superinvestors and the Art of Worldly Wisdom podcast.

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Articles

Sidestep The Speculative Euphoria With A More Fundamental Approach To Markets

1 week ago | thefelderreport.com | Jesse Felder

Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning. CHARTAccording to Bloomberg’s Gina Martin Adams, “The S&P 500 Index has outpaced our macro model-based fair value for a record stretch since 2022, as the dominance of the Magnificent Seven has unhooked the usual links between economic conditions and market pricing.
Crowded Trades in US Equities May Cap Future Gains

1 week ago | investing.com | Jesse Felder

One of the major drivers of the strength in stock prices lately has been foreign inflows into the . As Brad Setser writes, “Reserve accumulation hasn’t driven the financing of the US current account deficit in recent years… Belief in U.S. exceptionalism,” and the idea that, “U.S. tech stocks only go up,” has played an under-appreciated role.
‘Stocks Only Go Up’

2 weeks ago | thefelderreport.com | Jesse Felder

Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning. LINKOne of the major drivers of the strength in stock prices lately has been foreign inflows into the S&P 500 Index.
S&P 500’s Narrow Breadth Raises Red Flags as Market Concentration Peaks

2 weeks ago | investing.com | Jesse Felder

As my friend Eric Cinnamond writes, “the affordability crisis was created by an extended period of elevated debt growth, fiscal deficits, and a determined to keep the cycle going through rate cuts, debt monetization, and perpetual bull markets.
‘What Does Regime Change Look Like?’

3 weeks ago | thefelderreport.com | Jesse Felder

Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning. LINKAs my friend Eric Cinnamond writes, “the affordability crisis was created by an extended period of elevated debt growth, fiscal deficits, and a Federal Reserve determined to keep the cycle going through rate cuts, debt monetization, and perpetual bull markets.
Part 2: History Shows Investors Should Mind the ‘Kindleberger Gap’

1 month ago | investing.com | Jesse Felder

Last week, I explored why investors should mind the This week, the theme continues with a piece from Martin Wolf, who writes, “Kindleberger argued that the stability of an open world economy depended on the existence of a hegemonic power willing and able to provide essential public goods. But what if the hegemon undermines its own fiscal and monetary stability?”Potentially reaching the limits of fiscal and monetary capacity threatens to turn the so-called “dollar smile” upside down.
History Shows Investors Should Mind The ‘Kindleberger Gap’, Part Deux

1 month ago | thefelderreport.com | Jesse Felder

Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning. LINKLast week, I explored why investors should mind the “Kindleberger Gap.” This week, theme continues with a piece from Martin Wolf who writes, “Kindleberger argued that the stability of an open world economy depended on the existence of a hegemonic power willing and able to provide essential public goods.
Vincent Deluard On The Paradigm Shift In Markets

1 month ago | thefelderreport.com | Jesse Felder

More than anyone else I have read, Vincent Deluard has accurately and consistently described in real time the paradigm shift that has taken place in markets in recent years and how it affects the major asset classes that matter most to investors. His macro calls on things like the trends in inflation and the economy have not only been out of consensus, they’ve been unusually accurate.
History Shows Investors Should Mind The ‘Kindleberger Gap’

1 month ago | thefelderreport.com | Jesse Felder

Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning. LINKAs I wrote not long ago, investors must look beyond recent history to understand today’s markets. As we learned from The Great Depression, “The Kindleberger gap refers to this void of economic leadership. Stability, Kindleberger argued, is a global public good that must be provided.
Warren Buffett: What Does It Mean to Be the ’GOAT’ of Wall Street?

1 month ago | investing.com | Jesse Felder

What does it mean to be the GOAT on Wall Street? Well, as The Journal reports, “Anyone lucky enough to invest $100 in Berkshire Hathaway (NYSE:) shares in 1965 would have been sitting on a $5.5 million investment at the end of last year. The same sum invested in a yet-to-be-invented fund would be worth around $39,000 today.”One of the secrets of his success has been his ability to patiently wait for opportunity to come knocking.