Marketmail® Archive
2-3-26: What A Stock Market Rotation Looks Like
by Jason Bodner February 3, 2026 Every year, billions of tons of biomass quietly rotate across Earth, shifting between ecosystems. These reshape the system without making any major headlines – much like [...]
2-3-26: The Stock Market is Worried about Iran
by Ivan Martchev February 3, 2026 The stock market is concerned about war in Iran – and this concern is not limited to stocks. Crude oil, the most important global commodity, rose [...]
2-3-26: What’s Behind the Surge (then Collapse) in Gold and Silver?
by Gary Alexander February 3, 2026 Through last Thursday’s open, gold and silver were soaring to new record highs, by giant steps, with gold reaching $5,586 at its peak, then sinking to [...]
2-3-26: Kevin Hassett’s Base Case for an Economic Supply Shock
by Bryan Perry February 3, 2026 With the decision of the future Federal Reserve Chairman going to Kevin Warsh, some of the focus last week reverted to Kevin Hassett, who currently serves [...]
2-3-26: Is Inflation Returning – or is Deflation a Greater Threat?
by Louis Navellier February 3, 2026 Due to last fall’s government shutdown, some statistics are coming out later than usual. For instance, the November Producer Price Index (PPI) was released on January [...]
1-27-26: How to See Clearly While Flying Through Dense Market Fog
by Jason Bodner January 27, 2026 Pilots flying through dense cloud covers find their vision becomes unreliable. The horizon disappears, depth perception collapses, and instinct can betray even experienced aviators. In those [...]
1-27-26: Unintended Consequences (and Fed Chair Announcement) Alert
by Ivan Martchev January 27, 2026 I thought a sell-off would come if the Supreme Court did not agree with the administration’s assertion of authority to impose tariffs at will, but I [...]
1-27-26: Black Swans May Shock Us, But the Market Ignores Them
by Gary Alexander January 27, 2026 During and just after 9/11, Nassim Taleb, a Lebanese-born former options trader and quantitative analyst wrote a book called “Fooled by Randomness,” and then he amended [...]
1-27-26: An Opportunity to Own SpaceX Pre-IPO
by Bryan Perry January 27, 2026 The SpaceX IPO is being forecasted to be “the mother of all IPOs,” with a target valuation making it immediately one of the most valuable companies [...]
1-27-26: President Trump Takes on Davos…and the World
by Louis Navellier January 27, 2026 The World Economic Forum met in Davos last week, with Blackrock’s Larry Fink serving as interim co-chair. Since Blackrock has done an about face on ESG investing [...]
1-21-26: The Market Surge May Be Signaling a Coming Explosion in Growth
by Jason Bodner January 21, 2026 When you compress a spring, the energy doesn’t vanish. It is stored as potential energy. Then, when you release the spring, its stored energy is transformed [...]
1-21-26: The Great Rotation Continues
by Ivan Martchev January 21, 2026 Looking at the raw numbers, the S&P 500 Index was marginally down last week (-0.38%), but if you look at the same index with the components [...]