Growth Mail Archive
12-3-24: Seeds of Great Fortunes are Often Sown in Times of Great Trouble
by Gary Alexander December 3, 2024 At the 50th Annual New Orleans Investment Conference (November 20-23), I couldn’t help remembering the events of 1974, when the conference was born. I wasn’t there, [...]
11-26-24: Celebrations, Cautions and Calculations in the Crescent City
by Gary Alexander November 26, 2024 I’ve just returned from the 50th anniversary edition of the New Orleans Investment Conference (NOIC), my 41st consecutive as speaker, panel moderator and/or MC. In summary, [...]
11-19-24: What to Expect from Markets (and Swamp Creatures) in 2025
by Gary Alexander November 19, 2024 As you read this, I’m off to New Orleans for their 50th annual Investment Conference (my own 41st in a row as MC, panel moderator or [...]
11-12-24: The Market Implications of a Republican Sweep
by Gary Alexander November 12, 2024 Last Friday, after our regular weekly Market Mail conference call, I had the opportunity to join Louis Navellier and his daughter Crystal in a taping of [...]
11-5-24: What is Growth and What is a Mirage?
by Gary Alexander November 5, 2024 Last week, we learned about GDP growth and job growth, but the headlines were more like head fakes. First, the GDP headline mentioned 2.8% annualized GDP [...]
10-29-24: Welcome to Transition Week – November, Here We Come!
by Gary Alexander October 29, 2024 This is a week of transitions, from October to November, from Halloween to All Saint’s Day, from the worst performing six months (May to October) to [...]
10-22-24: If We Make It Through “Black October,” The Market Should Stabilize
by Gary Alexander October 22, 2024 Thanksgiving is famous for “Black Friday” sales, but the “Black” designations began long ago – and they all came in September or October. Let me list [...]
10-15-24: Who Should Win This Week’s Nobel Prize for Economics?
by Gary Alexander October 15, 2024 The Nobel Prize in Economic Sciences will be announced this week, perhaps today, but since we go to press Monday, I don’t know who will win, [...]
10-8-24: Economies Don’t “Land” (Hard or Soft), They Just Keep Growing
by Gary Alexander October 8, 2024 On Thursday, September 26, our second-quarter GDP was revised to +3.0% from the earlier estimate of 2.8%. That followed a rather anemic annualized 1.4% growth rate in Q1. [...]
10-1-24: Welcome to Fiscal Year 2025 – Time to Cut Spending!
by Gary Alexander October 1, 2024 Today marks Day #1 of Federal Fiscal Year 2025. We won’t know the total deficit for Fiscal Year 2024 until about the middle of October, but [...]
9-24-24: We Enter Autumn – The Market’s Best Season
by Gary Alexander September 24, 2024 Over the weekend, we bid a fond farewell to a forgettable summer. The solstice occurred silently early on Sunday morning in North America. As if anyone [...]
9-17-24: Debaters Dodge Deficits (and Growth, and Lots More)
by Gary Alexander September 17, 2024 Happy Constitution Day! Never heard of it? That’s because it was renamed Citizenship Day in 1952 and faded quickly, but on September 17, 1787, the Constitution [...]