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Jesse Felder

The Felder Report
  • Analysis & Opinion

Jesse Felder's Opinion & Analysis
A complete archive of Jesse Felder's articles, including current analysis & opinion.

Over the last 25 years, US companies have benefited from increasing globalization of both trade and capital, which enabled secular disinflation and increasing profitability. As Goldman Sachs points...
Last week, I suggested investors may need to look further back in history than just the past few decades to understand today’s markets. This week, Ray Dalio explains, “What is happening now is just...
“Investors diligently prepare portfolios based on the last 30 years of market behavior while remaining unaware of the potential for the return of devastating patterns that occurred outside their...
This year has seen a dramatic shift in markets with U.S. equity leadership giving way to a resurgence in overseas shares. “The bubble in American exceptionalism has been building for years. The...
The Danger of Betting Big on Big Tech Today
By Jesse Felder - Mar 24, 2025
As noted last week, there is a major shift underway in the global monetary system that requires a complete rethink on the part of investors. “The underlying forces of anti-globalization will...
In a must-read new report, my friends at Goehring & Rozencwajg write, “A major shift in the global monetary system may be imminent. History offers a clear precedent: every past commodity bull...
STAT The current bull market has been extraordinary. As Bridgewater reports, “Out of any 15-year period to be invested in equities dating back to 1970, the one we’ve just lived through was the best....
LINK If the history of the capital cycle is any guide, the massive allocation into AI capex in recent years is very likely to lead to especially poor returns for investors in the years to come,...
Another Massive Misallocation of Capital?
By Jesse Felder - Feb 24, 2025
“Half a trillion dollars have been invested in a misguided premise. Given the double whammy of price wars and unreliability, many AI companies will probably never make back their investments. Expect...
The appetite for leverage in the stock market currently appears insatiable. “Retail daredevils — undeterred by recent Wall Street jitters over AI and crypto — are going long, pumping up leveraged...