Posts
May 11, 2017

I’m Hearing A Lot Of Smart People Use ‘The Four Most Dangerous Words In Investing’ These Days, Part Deux

It's hard to believe it was over two years ago I wrote, "I’m Hearing A…
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Posts
April 6, 2017

Why The Fed’s Latest Stock Market Warning Is More Ominous Than Ever Before

The Fed minutes were released yesterday and there's one sentence everyone is talking about: "Some…
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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
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 26, 2016

Reports Of The TED Spread’s Death Are Greatly Exaggerated

On Friday, the Wall Street Journal officially ran an obituary for the TED spread proclaiming: "The…
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