Growth Mail Archive
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 [...]
11-4-25: Is Wall Street’s Investment Clock Broken?
by Gary Alexander November 4, 2025 With Daylight Savings Time now dead and buried – may it never rise again – we are back on natural time, when sunrises and sunsets happen [...]
10-28-25: Happy 96th Birthday, “Black Tuesday” – Please Don’t Come Back!
by Gary Alexander October 28, 2025 Last week, I reviewed Andrew Ross Sorkin’s fine history of 1929. The core of his book is the drama that unfolded during the last week of [...]
10-21-25: Book Review: Will “1929” Happen Again Soon?
by Gary Alexander October 21, 2025 Most friends of mine with any interest in the stock market called or wrote to me last week about my reaction to Andrew Ross Sorkin’s segment [...]
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 [...]