Growth Mail Archive
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 [...]
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 [...]