Growth Mail Archive
3-12-24: Growth Stocks Keep Trouncing Value (and Global) Stocks
by Gary Alexander March 12, 2024 This column is called “Growth Mail,” so I tend to focus on economic growth, but once or twice a year I also crow about the continued [...]
3-5-24: The U.S. Growth Machine Will Likely Rescue the World (Again)
by Gary Alexander March 5, 2024 On March 4, 1789, 235 years ago yesterday, George Washington was sworn in as America’s first President and the first session of the U.S. Congress was [...]
2-27-24: Are We in Market Bubble Territory Yet?
by Gary Alexander February 27, 2024 Something remarkable happened last Thursday, on what we used to celebrate as Washington’s Birthday. As the day dawned in Tokyo, the Nikkei stock index rose 2.2% [...]
2-21-24: Presidents’ Day Reality: Big Promises, Few Results
by Gary Alexander February 21, 2024 In my weekly radio program on music history, I offered a song for each special day last week, starting with the Chinese New Year (February10), then [...]
2-13-24: Rapid U.S. GDP Growth is Disputed by Two Other Measures
by Gary Alexander February 13, 2024 Gross Domestic Product (GDP) rose by a healthy 3.13% (in real terms) in 2023, but a couple of more comprehensive measures call this number into question. [...]
2-6-24: “President’s Month” Invites Presidential Comparisons
by Gary Alexander February 6, 2024 President’s Day is officially the third Monday in February, marking the midpoint between two older holidays – Lincoln’s Birthday (February 12, 1809) and Washington’s Birthday (February [...]
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 [...]