Growth Mail Archive
10-14-25: Is the Fed Really Independent…or Necessary?
by Gary Alexander October 14, 2025 First, let’s celebrate the fact that the government shutdown has spared us from the wildly premature and often inaccurate monthly jobs report, usually deposited in our [...]
10-7-25: Low “Gross Output” Implies that GDP May Over-Estimate Growth
by Gary Alexander October 7, 2025 Last week, I reported here that the GDP growth was robust (near 4%) in both the second and third-quarters of 2025. However, I spoke prematurely, before [...]
9-30-25: Happy New Year! Growth Surges as we Enter Fiscal Year 2026
by Gary Alexander September 30, 2025 Last week’s third and final estimate of the second-quarter real GDP growth rate rose fairly dramatically, from 3.3% to 3.8%, confirming that the economy is in [...]
9-23-25: In Market Lingo, a “Fall” (Season) Means a Rise (in Stocks)
by Gary Alexander September 23, 2025 A new season began yesterday, at 2:19 pm Eastern time, so today marks the autumnal equinox and the first full day of fall. In my weekly [...]
9-16-25: Why Does the Market Rely So Much on Bogus BLS Job Counts?
by Gary Alexander September 16, 2025 On Friday, September 5th, the market soared to all-time highs based on a low job count, which indicates a greater likelihood of rate cuts this week. [...]
9-9-25: Black Swans Often Fly in September
by Gary Alexander September 9, 2025 This Thursday marks the 24th anniversary of the September 11-terror attack on the World Trade Center and Pentagon – the very definition of a “black-swan” event [...]
9-3-25: August Continued the “Stealth” Bull Market for Precious Metals
(And September Might Be Even Better)
by Gary Alexander September 3, 2025 August is now history, and stocks shocked many pundits by rising. However, that shouldn’t be the biggest financial news story in August. You wouldn’t know it from [...]
8-26-25: Labor Day Time Bomb: Fewer Births = Fewer Workers (and Lower Benefits)
by Gary Alexander August 26, 2025 It’s time for my annual Labor Day report on the nature of work – beyond the headlines. While market traders, political pundits and a clueless media [...]
8-12-25: Two Freaky Friday the 13th Markets Changed America
by Gary Alexander August 12, 2025 In the last two-weeks, I’ve covered the positives and negatives of historical August market hurricanes, and how August went from being the market’s best month for [...]
8-5-25: What to Do if Another Market Hurricane Strikes This August
by Gary Alexander August 5, 2025 Last week, I wrote about the reasons why August went from being the best market month for nearly a century (1896 to 1986, in Dow terms) [...]
7-22-25: More Investment Lessons After Nearly 60-Years in the Game (Part 2)
by Gary Alexander July 22, 2025 Last week, on my 80th birthday, I offered five investment lessons from the first half of my life, when the S&P rose 1,245%, but the market [...]
7-15-25: 10 Investment Lessons from 60-Years in the Game
by Gary Alexander July 15, 2025 This morning, I turn 80 – that seems amazing, it happened so fast – so let me claim an old geezer’s prerogative to share 10-investment (and [...]