The Felder Report

Jesse brings over 20 years of experience in finance to the table. He started his career at Bear, Stearns & Co. and went on to co-establish a multi-billion-dollar hedge fund firm based in Santa Monica, California. After relocating to Bend, Oregon in 2000, he launched The Felder Report, which has led to his insights and articles being published in well-known outlets such as The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, RealVision, and Investing.com, among others. Additionally, Jesse is the host and producer of the podcast Superinvestors and the Art of Worldly Wisdom.

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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.
‘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.
‘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.
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.
What Does It Mean To Be The GOAT?

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. 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.
The Case For Passive Investing May Have Never Been More Precarious

Jan 25, 2025 | 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. CHARTOverseas 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 Research (via Daily Chartbook).
Why Are So Many CEOs Jumping Ship?

Jan 18, 2025 | 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. LINK“Non-Mega Cap stocks could reasonably outperform Mega Cap stocks by about 7 percentage points annually over the next decade,” writes Bill Hester. STATHistory, it seems, may validate thesis.