Growth Mail Archive
1-27-26: Black Swans May Shock Us, But the Market Ignores Them
by Gary Alexander January 27, 2026 During and just after 9/11, Nassim Taleb, a Lebanese-born former options trader and quantitative analyst wrote a book called “Fooled by Randomness,” and then he amended [...]
1-21-26: Trump 2.1 Shocks the Pessimistic Pundits
by Gary Alexander January 21, 2026 This column was posted on Tuesday, January 20, 2026, the one-year anniversary of Donald Trump’s first day in office. Ironically, during the same month a year [...]
1-13-26: As Birth Rates Shrink, Demography Defines Our Destiny
by Gary Alexander January 13, 2026 As Louis Navellier has often reminded us, an economy needs population growth and new family formation to generate economic growth. As appealing as it sounds to [...]
1-6-26: The First Quarter of the 21st Century – in Review
by Gary Alexander January 6, 2026 According to the calendar purists, each century begins with Year #1 (like 1901 or 2001, not 1900 or 2000), since “there was no year zero.” That’s [...]
12-30-25: U.S. GDP is Now Flirting With 5% Growth Rates in 2026
by Gary Alexander December 30, 2025 Last week’s revision in GDP statistics revealed a surprisingly robust 4.3% annualized growth rate in the third-quarter, following +3.8% in the second quarter, averaging 4% growth [...]
12-23-25: My Top 10 Books from 2025 (Part 2: Conclusion)
by Gary Alexander December 25, 2025 Christmas morning races toward us on Thursday morning. Last week, I ran down the first six of my 10-recommended new books (published in 2025). In this [...]
12-16-25: My Top 10 List of Best Books in 2025 (Part 1)
by Gary Alexander December 16, 2025 This year marks the 8th edition of my year-end column of “10 best books,” which began as a Christmas list of books for my college-age grandchildren [...]
12-9-25: Storms Make the News, but Clear Skies are the Norm
by Gary Alexander December 9, 2025 “Potent Storm Is Expected to Drench the Pacific Northwest – A ‘very impressive’ source of moisture from an atmospheric river… is forecast on more than a [...]
12-2-25: Keep an Eye on the “Other Dow” – the Transport Index
by Gary Alexander December 2, 2025 Many of us with a long history of following the economic newsletter community devoured the superb writings of Richard Russell (1924-2016) in his “Dow Theory Letters,” [...]
11-25-25: Most Currencies are in a “Race to the Bottom” (vs. Gold)
by Gary Alexander November 25, 2025 We keep speaking of a “strong dollar” or “weak dollar,” but all that dollar talk masks a clouded definition of up and down. Like Einstein’s Theory [...]
11-18-25: Business Magazines Are Worth the Cost – As Contrarian Indicators
by Gary Alexander November 18, 2025 About a century ago, several major financial magazines were born, beginning with two major journals named after their founders: (1) First, B.C. Forbes (1880-1954), born in [...]
11-11-25: Veterans Day Market (and Military) Milestones
by Gary Alexander November 11, 2025 Today is an important national holiday, honoring our veterans. The stock market is open, but the bond market is closed today. As it turns out, November [...]