Posts
February 10, 2017

‘The Triumph of Hope Over Experience’

This post first appeared at The Felder Report PREMIUM on January 6, 2017. Samuel Johnson…
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Posts
January 10, 2017

Why You Might Want To Prepare Your Portfolio For A Time ‘When Doves Cry’

It turns out Prince was a gold bug. According to a recent statement filed in Minnesota…
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Posts
December 7, 2016

U.S. Corporate Valuations Have Now Matched Their Dotcom Bubble Peak

During the first quarter of 2000, the dotcom bubble famously peaked after setting a new…
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Posts
November 25, 2016

Bonds Haven’t Even Begun Pricing In ‘Trumpflation’ Yet

Since the election the financial markets have been trying to price in "Trumpflation." This is…
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Posts
November 9, 2016

It’s Time To Put TINA On Suicide Watch

One of the major factors behind the strength in the stock market in recent years…
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Posts
October 7, 2016

Never Say ‘Never’ When It Comes To The Financial Markets

"We've never had a decline in house prices on a nationwide basis." -Ben Bernanke, July 2005 Just because something has…
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Posts
September 20, 2016

Junk Bonds Officially Enter ‘Bubble’ Territory

Marty Fridson, of Standard & Poor's Global Market Intelligence, reports today that on September 8…
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Posts
September 6, 2016

CASH: The Most Hated Asset Class On The Planet

A version of this post first appeared on The Felder Report PREMIUM I regularly like…
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