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

‘What Does Regime Change Look Like?’

17 hours 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 week 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

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. 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

2 weeks 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’

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 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?

3 weeks 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.
What Does It Mean To Be The GOAT?

4 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. STATWhat does it mean to be the GOAT on Wall Street? Well, as The Journal reports, “Anyone lucky enough to invest $100 in Berkshire Hathaway shares in 1965 would have been sitting on a $5.5 million investment at the end of last year.
Peter Atwater On The Great Confidence Divide

1 month ago | thefelderreport.com | Jesse Felder

There are very few truly unique thinkers in the world and almost none of them regularly train their gaze on Wall Street. Peter Atwater is one of those rare few. Whenever a major news story hits the tape, it’s Peter’s opinion I look to to begin to understand what it means for investors and the world because of the grounded and clear-headed insight he brings to the table.
Stagflation Track Records Show Real Assets Outperform Financials

1 month ago | investing.com | Jesse Felder

Sifting through the noise surrounding the trade war, it’s clear that a reordering of global trade is underway with the intent of reducing unsustainable imbalances. “Many are recognizing that whatever happens with tariffs, these problems won’t go away, and that radically reduced interdependencies with the U.S. is a reality that has to be planned for,” writes Ray Dalio.
Reverse Globalization Raises Concerns for Foreign Investors Overweight in US Stock

1 month ago | investing.com | Jesse Felder

Investors are still behaving as if the world has not changed at all when, in fact, everything has changed. “Globalization, rising trade, and capital liberalization was the dominant geopolitical and economic paradigm for decades. That paradigm is over and is being replaced with modern mercantilism. This presents an urgent threat to markets and investment portfolios,” reports Bridgewater. Foreign investors are just as vulnerable to this shift as domestic ones.