Growth Mail Archive
9-26-23: As We Approach $100 Oil (Again), Let’s Recall the 1970s Oil Crises
by Gary Alexander September 26, 2023 As I write this over the weekend, Sunday’s sunset marks the start of Yom Kippur, the holiest day on the Jewish calendar. It was on that [...]
9-19-23: Rising Debt, Fewer Workers and Slower Growth Since 2001 – Why?
by Gary Alexander September 19, 2023 Something more dramatic than the loss of 3,000 American lives happened on September 11, 2001. We seem to have lost our nerve and taken leave of [...]
9-12-23: September Speculations in Railroads, Real Estate and Russian Rubles
by Gary Alexander September 12, 2023 In the last 25 years, three events have haunted us, and they all share an anniversary this week, yet most of our attention this week may [...]
9-6-23: Labor Day Report: When is a Job Not a Job?
by Gary Alexander September 6, 2023 The August unemployment report was released at 5:30 am (my time) on Friday, September 1. Do we really expect all the bean counters at the U.S. [...]
8-29-23: Jerome Powell’s “Dream Speech” at Jackson Hole, 2025
by Gary Alexander August 29, 2023 Yesterday marked the 60th anniversary of Dr. Martin Luther King’s “I Have a Dream” speech, delivered in Washington, DC. I remember it well. It was a [...]
8-22-23: Decision Time: Will the 2020s Be Another Roaring ‘20s or Stagnant 70s?
by Gary Alexander August 22, 2023 Will the 2020s be more like another “Roaring 1920s” or the stagflationary 1970s? Like economist Ed Yardeni, I’d bet 2-to-1 for the ‘20s scenario, but nothing [...]
8-15-23: A Tale of Two Downgrades – A Bang (2011) and a Whimper (2023)
by Gary Alexander August 15, 2023 What is it about the first week of August in the third year of a Biden/Obama first term that causes the bond rating agencies to lose [...]
8-8-23: After No Recession in 45 Years – Will China’s Winning Streak End This Year?
by Gary Alexander August 8, 2023 Today is August 8, or 8-8, and that’s the luckiest day of the year in China, since 8 is pronounced “ba” in Mandarin – sounding much [...]
8-1-23: Economics – The Bountiful Science
by Gary Alexander August 1, 2023 In 1849, the Scotsman Thomas Carlyle dubbed a new study called Economics, “The Dismal Science,” partly because a famous economist (really a doomsday preacher) Thomas Malthus [...]
7-25-23: Huge Boomer Assets Should Fuel More Market Growth
by Gary Alexander July 25, 2023 With all eyes focused on the Fed’s interest rate decisions and M2 mopping-up operations (cutting M2 money supply by about $1 trillion), most pundits ignore our [...]
7-18-23: Pessimism is Popular, but Optimism is More Profitable
by Gary Alexander July 18, 2023 The Conference Board – those folks that said a recession was “99% certain” this year – just reported that their June Consumer Confidence survey turned positive [...]
7-11-23: July 4th Is a New Thanksgiving Day – With Two Bullish Surprises
by Gary Alexander July 11, 2023 Thanksgiving came early this year – on the Fourth of July, as we celebrated a four-day weekend after the market soared by double-digits (+16% in the [...]