Sector Mail Archive
This is where you can find all of our Sector Mail articles from Jason Bodner.
8-11-26: When a Long-Suppressed Market Suddenly Explodes
by Jason Bodner August 11, 2026 Liquid helium is one of the most stable substances on earth - until it isn’t. Kept at minus 269° Celsius, just four-degrees above absolute-zero, it holds [...]
8-4-26: When Big Bets Explode – On High Leverage – Disaster Often Follows
by Jason Bodner August 4, 2026 Over five-years ago, in March 2021, a single fund nearly took down Wall Street. Archegos Capital Management, run by Bill Hwang, quietly borrowed billions from major [...]
7-28-26: Using a Market Sextant to Plot Your Course
by Jason Bodner July 28, 2026 Not long ago, sailors navigated by dead reckoning. No GPS, no landmarks. Just a starting position, a compass heading, speed and time. Four inputs. Thousands of [...]
7-21-26: What “Fractal Motion” in Markets Looks Like
by Jason Bodner July 21, 2026 Benoit Mandelbrot discovered fractals – those infinitely repeating patterns found in nature, like snowflakes, coastlines and tree branches. He did the same thing with markets. He [...]
7-14-26: Is the Stock Market “Cavitating” On Us?
by Jason Bodner July 14, 2026 Something strange happens whenever a ship’s propeller spins faster than the water around it can handle. Tiny bubbles form behind the propeller then they collapse almost [...]
7-7-26: Ignore the Headlines – Focus on the Inner Market Data
by Jason Bodner July 7, 2026 In May of 2012, a hot social media company went public at $38 a share, briefly piercing $45 then it spent the next 16-months falling by [...]
6-30-26: Stress Builds Strength – In Humans and in the Markets
by Jason Bodner June 30, 2026 In 1892, German surgeon Julius Wolff made a fascinating discovery: Bones aren’t static structures, they are alive. When subjected to stress, microscopic fractures often form. But [...]
6-23-26: Seismic Market Changes Can Seem Boring (at First)
by Jason Bodner June 23, 2026 In 1956, a trucking entrepreneur named Malcolm McLean loaded 58-metal boxes onto a converted tanker in Newark and sailed them to Houston. Nobody got excited about [...]
6-16-26: Elon Musk’s Wealth Soars “To Infinity and Beyond”
by Jason Bodner June 16, 2026 Last Friday, Elon Musk became the world’s first trillionaire. Pause on that number for a second. For most of financial history, a billion dollars was an [...]
6-9-26: When Sidelined Cash Goes Looking for a Home
by Jason Bodner June 9, 2026 On June 20, 1815, Nathan Mayer Rothschild knew Napoleon had lost at Waterloo a full 24-hours before anyone else in London. His private courier system, partly [...]
6-2-26: The Quietest Signals Often Have the Loudest Impact
by Jason Bodner June 2, 2026 In 1620, an English physician named Robert Burton published The Anatomy of Melancholy, a 1,400-page book about depression. One passing observation in it changed economics forever. [...]
5-27-26: The IPO That Tells You What Comes Next
by Jason Bodner May 27, 2026 “We do not want humans to have the same fate as dinosaurs.” That is not from a science fiction novel. It is from the S-1 filing [...]