Jesse Felder

@jessefelder

Formerly at Bear Stearns then co-founder of multi-billion-dollar hedge fund firm. Now an independent investor and publisher at The Felder Report.

Bend, Oregon
ಮಾರ್ಚ್ 2007 ಸಮಯದಲ್ಲಿ ಸೇರಿದ್ದಾರೆ

@jessefelder ತಡೆಹಿಡಿಯಲಾಗಿದೆ

ನೀವು ಖಚಿತವಾಗಿಯೂ ಈ ಟ್ವೀಟ್‌ಗಳನ್ನು ನೋಡಲು ಬಯಸುವಿರಾ? ಟ್ವೀಟ್‌ಗಳನ್ನು ನೋಡುವುದು @jessefelder ಅವರನ್ನು ತಡೆತೆರವುಗೊಳಿಸುವುದಿಲ್ಲ.

  1. ಪಿನ್ ಮಾಡಿದ ಟ್ವೀಟ್
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    My (proprietary) Consumer Stress Index showing rising stress on consumers, courtesy of inflation-oriented components

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    8 ಗಂಟೆಗಳ ಹಿಂದೆ

    Hmmm. Insiders sold $7.8bn of US stock in February (most in 6 yrs) while buying only $380m. Not positive. h/t

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    I long for the days when Warren Buffett actually spoke like Warren Buffett. Value investors never ignore how expected cash flows are priced.

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    So much beer, so little time...

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    My latest free weekend email report just went out -

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    Prospective 12-year total returns for a passive, conventional portfolio mix just dropped to the lowest level in history.

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    Insiders back to selling aggressively.

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    Yet another wk, yet another record. ' net longs in futures ↑ 7.4% to new high. Yet another weekly doji on cash.

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    Market trying hard to close up on Friday. 5 of last 6 Fridays were up for SPX, which is a sign of complacency about weekend event risk.

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    Meanwhile, you can still get a 7.6% discount on your gold at CEF...

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    Or just a bit more humility and understanding of its limitations?

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    Eric Cinnamond on consumer strength (or lack thereof) and inflation trends in recent earnings reports:

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    WOW! Missed this one. 's producer prices rose by a massive 7.5% YoY in January.

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    "The goal of investing is to find situations where it is safe not to diversify" – Charlie Munger

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    Macro hedge funds finally all-in equities. Most long since July 2015. Back then, China-induced sell-off followed.

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    GDXJ vs. GDX, often a leading-indicator for and the , is trading at new bull-market highs

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    'Some hedge funds are worried but riding the market seems safer than selling out or shorting it'

ಲೋಡಿಂಗ್ ಸಮಯ ಸ್ವಲ್ಪ ತೆಗೆದುಕೊಳ್ಳುತ್ತಿರುವಂತೆನಿಸುತ್ತದೆ.

Twitter ಸಾಮರ್ಥ್ಯ ಮೀರಿರಬಹುದು ಅಥವಾ ಕ್ಷಣಿಕವಾದ ತೊಂದರೆಯನ್ನು ಅನುಭವಿಸುತ್ತಿರಬಹುದು. ಮತ್ತೆ ಪ್ರಯತ್ನಿಸಿ ಅಥವಾ ಹೆಚ್ಚಿನ ಮಾಹಿತಿಗೆ Twitter ಸ್ಥಿತಿಗೆ ಭೇಟಿ ನೀಡಿ.

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