Growth Mail Archive
1-30-24: Ignore All January Indicators, Santa Claus Rallies and Super Bowl Winners
by Gary Alexander January 30, 2024 I hope you all know by now that the market doesn’t care who wins Super Bowl 58 – or whether global warming will return earlier than [...]
1-23-24: The Monthly Jobs Data is Bogus and Premature…
by Gary Alexander January 23, 2024 So Why Do We Trade On It? Next Week, January 31 falls on a Wednesday. Come 8:30 (EST), Friday morning, the Bureau of Labor Statistics (BLS) [...]
1-17-24: Why the Fed Lost Over $116 Billion in 2023
by Gary Alexander January 17, 2024 (With More Losses to Come if They Don’t Cut Rates Soon) Here is one more unintended consequence of Modern Monetary Theory (MMT), the “free lunch” school [...]
1-9-24: Three Major 2024 Challenges Emerged in Week #1
by Gary Alexander January 9, 2024 OK, the party’s over. Week #1 of 2024 is in the books, and three major hangovers hit us, all at once: #1) The stock market declined! [...]
1-3-24: It’s Decision Time: Roaring ‘20s or Stagnant ‘70s?
by Gary Alexander January 3, 2024 We now begin 2024, the key year of the decade – like 1924 was to the Roaring 20s – the year when Cal Coolidge was re-elected [...]
12-27-23: Twelve (Or More) Reasons to Expect a Prosperous 2024
by Gary Alexander December 27, 2023 On the winter solstice, the shortest day of the year, the Dow Jones Industrial Average closed at a record high (37,404), the S&P 500 neared an [...]
12-19-23: My 10 Best Books of 2023 (Christmas Gift Ideas)
by Gary Alexander December 19, 2023 This marks the sixth edition of my year-end column of “10 best books,” which began as a Christmas list of books for my college-age grandchildren in [...]
12-12-23: The Fed’s Latest Bumbling Invites King Midas to the Rescue
by Gary Alexander December 12, 2023 The Federal Reserve Board was born 110 years ago this month. On December 23, 1913, Congress passed the Federal Reserve Act – creating a new national [...]
12-5-23: After a Bountiful Thanksgiving, Will Santa Deliver Too?
by Gary Alexander Dcember 5, 2023 November turned out to be one of the best months in recent market history, gaining 8.92% in the S&P 500, or 9.1%, counting dividends. The NASDAQ [...]
11-28-23: Beware Hot, Trendy Sectors (I Favor Unloved Essential Sectors)
by Gary Alexander November 28, 2023 At the end of October, according to several speakers at the New Orleans Investment Conference (held November 1-4), and backed up by S&P data, the technology [...]
11-21-23: The Market Shrugged Off the Worst Shocks of the Last Century
by Gary Alexander November 21, 2023 If you are distressed by anything external, the pain is not due to the thing itself, but to your estimate of it; and this you have [...]
11-14-23: Soaring Deficits – Who Cares? (Congress Doesn’t)
by Gary Alexander November 14, 2023 “Let it rain and thunder, let a million firms go under! I am not concerned with stocks and bonds that I’ve been burned with. Who cares [...]