Posts
May 18, 2017

Investors Better Hope This Time Really Is Different

A version of this post first appeared at The Felder Report Premium. "This time is…
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Posts
December 29, 2016

Greatest Hits 2016

2016 was a pretty wild year in the markets. Below are my most popular posts over…
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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
December 2, 2016

It Could Finally Be Time For Gold To Really Shine

A version of this post first appeared on The Felder Report PREMIUM. Over the summer…
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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 4, 2016

You’re Crazy If You Think Investing In Equities Today Will ‘Reduce Risk’

Here in Oregon we have a measure on the ballot which would allow public universities…
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Posts
October 20, 2016

Remembering The Impetus Of “Irrational Exuberance” As We Approach Its 20th Anniversary

We are approaching the 20th anniversary of Alan Greenspan's famous "irrational exuberance" speech. Many remember…
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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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