Marketmail® Archive
2-19-25: The Market is Embracing Change … So Far
by Jason Bodner February 19, 2025 Trump 2.0 is just 30-days old today, yet it feels like a lifetime – for many. Daily headlines can seem both unsettling and challenging, on many [...]
2-19-25: Trump’s Strategy of “Reconnaissance Through Battle”
by Ivan Martchev February 19, 2025 There has been downside volatility in the U.S. (much of it associated with tariffs) and upside volatility in Europe, particularly the German stock market (much of [...]
2-19-25: A President’s Day Formula for Soaring Tax Revenues!
by Gary Alexander February 19, 2025 President’s Day this year (Monday, February 17) marked the midpoint between Lincoln’s birthday (February 12) and Washington’s birthday (February 22). When I was in school, those [...]
2-19-25: AI is Causing a Rising Wave of White-Collar Layoffs
by Bryan Perry February 19, 2025 On February 7, it was reported that the U.S. economy kicked off 2025 by adding 143,000 jobs in January, fewer than expected (155,000), but the unemployment [...]
2-19-25: Europe Fears a Revolution – In German Elections and Trump’s Tariffs
by Louis Navellier February 19, 2025 The impact of Germany’s upcoming election on February 23rd is expected to be monumental. The AfD Party wants to: (1) restart nuclear plants, (2) curtail immigration [...]
2-11-25: Don’t Fall Victim to “Recency Bias” (Take a History Pill)
by Jason Bodner February 11, 2025 Remember the tech crash of 2025? The one where Nvidia (I own personally and in managed accounts) fell almost 17% in a day? It was the [...]
2-11-25: Will We See Another “Groundhog” Week?
by Ivan Martchev February 11, 2025 It does not happen very often that one week of trading in the S&P-500 looks like a carbon copy of the previous week, and yet this [...]
2-11-25: Comparing Cruising Stocks from Long Ago to Now
by Gary Alexander February 11, 2025 On January 28th, 2025, the day I began sailing on the latest Jazz Cruise, stock for Royal Caribbean Cruises (RCL), the parent company for the cruise [...]
2-11-25: Market Leadership Moves Beyond the Magnificent Seven
by Bryan Perry February 11, 2025 Despite the upheaval in the equity markets related to DeepSeek and tit-for-tat tariffs, the most important development within the current market landscape are rotation of investor [...]
2-11-25: Will the Worst Trade War Since the 1930s Cause Inflation, Depression…or Prosperity?
by Louis Navellier February 11, 2025 When the Trump Administration’s tariff negotiations with a series of major countries is completed, it will no doubt represent the biggest imposition of tariffs since the [...]
2-4-25: What Should Investors Do with Nvidia Now?
by Jason Bodner February 4, 2025 On Monday January 27th, China’s new AI DeepSeek caused an earthquake in AI-related stocks. We saw some of the largest single day moves in some of [...]
2-4-25: The Cycle of Tariff Recriminations Has Started
by Ivan Martchev February 4, 2025 January was a good month for U.S. stocks, with the S&P 500 rising 2.7%, even after the index closed more than 1% off Friday’s intra-day highs, [...]