Marketmail Archive
8-4-20: Why My “Gut” Will Put Me in the Poorhouse
by Jason Bodner August 4, 2020 The problem with making any predictions is: It’s a setup to fail. Anticipating outcomes is fun because when you’re right, you’re a hero. When you’re wrong, [...]
8-4-20: The Market is Much Weaker Outside of Tech
by Ivan Martchev August 4, 2020 As of Friday’s close, the average stock in the S&P 500 Index, weighed equally, is down about 6% for the year, even though the average itself [...]
8-4-20: Wall Street Usually Delivers “A Very Good Year”
by Gary Alexander August 4, 2020 Last week, I defended my “Name That Tune” crown against five challengers in a virtual ZOOM contest. In the end, I lost to a brilliant scholar [...]
8-4-20: Yields on Office REITs Look Tempting
by Bryan Perry August 4, 2020 Just when most of the investing world was ready to adopt the notion that the cutting-edge “work-from-home” model could be accomplished effectively by remote production, the [...]
8-4-20: The Fed Pledges a Weak-Dollar, Zero-Interest Rate Policy
by Louis Navellier August 8, 2020 The Federal Open Market Committee (FOMC) statement on Wednesday said that the Fed “is committed to using its full range of tools to support the U.S. [...]
7-28-20: What a Difference a Year (or More) Makes
by Jason Bodner July 28, 2020 July 2014 changed my life. I left my 14-year Wall Street career, moved my family to Florida, and started a business from scratch. By early 2016, [...]
7-28-20: The Federal Government is Pushing Higher Inflation
by Ivan Martchev July 28, 2020 We have a new player that is meaningfully affecting various measures of money supply in the U.S. economy, and it's not the Federal Reserve. It’s the [...]
7-28-20: Three (or Four) Predictions for an “Unpredictable” Year
by Gary Alexander July 28, 2020 As we approach the end of July, it’s time to talk about some important mileposts in the last five months of this most contentious year in [...]
7-28-20: Reading the Tea Leaves as To What Lies Ahead
by Bryan Perry July 28, 2020 The buildup to second-quarter earnings season was accompanied by some strong moves higher by the leading mega-tech stocks, where only spectacular beat-the-estimates and raise-the-guidance language could [...]
7-28-20: Fed Liquidity is Boosting Asset Prices
by Louis Navellier July 28, 2020 Even though interest rates remain near zero and the cost of servicing the national debt remains low, our national debt keeps rising. I did a MoneyShow [...]
7-21-20: The Biggest Sector of Them All
by Jason Bodner July 21, 2020 My wife couldn’t sleep last night. She watched an interview that got her mind churning. In September of 2016, French President Nicolas Sarkozy gassed an ideological [...]
7-21-20: The Bull Market in U.S. Bonds is Dead
by Ivan Martchev July 21, 2020 It is entirely possible that the U.S. government bond bull market that began in 1981 ended in the year 2020. But that does not mean that [...]