Jesse Felder
Founder, Editor and Publisher at The Felder Report
Producer and Host, Superinvestors and the Art of Worldly Widsom at The Felder Report
"I'm just lookin' for clues at the scene of the crime..."
Articles
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3 days ago |
investing.com | Jesse Felder
Over the last 25 years, US companies have benefited from increasing globalization of both trade and capital, which enabled secular disinflation and increasing profitability. As Goldman Sachs points out, “US equity valuations are difficult to sustain structurally if there is a trend towards higher inflation and lower corporate profitability,” as a result of a shift to deglobalization.
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1 week ago |
investing.com | Jesse Felder
, I suggested investors may need to look further back in history than just the past few decades to understand today’s markets. This week, Ray Dalio explains, “What is happening now is just a contemporary version of what has happened innumerable times throughout history.”Many times, these episodes play out as crises, which usually follow a predictable pattern. “The crisis cycle starts with a trigger event. In the days that follow, there are aftershocks, and the net effect is usually negative.
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2 weeks ago |
investing.com | Jesse Felder
“Investors diligently prepare portfolios based on the last 30 years of market behavior while remaining unaware of the potential for the return of devastating patterns that occurred outside their working lifetime,” writes Phillip Toews. With changes in the geopolitical and economic landscape occurring today on a scale we haven’t seen in decades, it may be wise for investors to study history beyond the recent past to truly understand the ramifications.
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3 weeks ago |
investing.com | Jesse Felder
This year has seen a dramatic shift in markets with U.S. equity leadership giving way to a resurgence in overseas shares. “The bubble in American exceptionalism has been building for years. The overdue rebalancing of global markets has just begun and is likely to be playing out for a long time,” writes Ruchir Sharma. One warning sign in this regard was recently seen in a measure of breadth that hit a record low.
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1 month ago |
investing.com | Jesse Felder
As , there is a major shift underway in the global monetary system that requires a complete rethink on the part of investors. “The underlying forces of anti-globalization will continue to play out in global commerce and markets. For investors, that will require a shift away from the large-cap technology companies that have been the market leaders in the last two decades,” writes Aswath Damodaran.
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