Marketmail® Archive
6-15-21: More People Trust the Weather Report than All Other “News”
by Jason Bodner June 15, 2021 I constantly risk ticking off a lot of people. I make no secret about the fact that I don’t really value the news all that much. [...]
6-15-21: The Markets Seem to Believe Jay Powell, For Now
by Ivan Martchev June 15, 2021 The stock and bond markets have taken the view that inflation is “transitory,” as the headline CPI rose 5% (year-over-year) in May and the 10-year Treasury [...]
6-15-21: “Nice Work If You Can Get It
by Gary Alexander June 15, 2021 Supplemental benefits for the unemployed are currently scheduled to expire on September 6, 2021, which is still ironically called “Labor Day” in America, yet for almost 15 [...]
6-15-21: G-7 Bulls in A China Shop
by Bryan Perry June 15, 2021 The classic definition of “a bull in a China shop” is a person who breaks things or who makes mistakes or causes damage in situations that [...]
6-15-21: Inflation Continues to Surge at Fastest Pace Since 2008 (or 1992)
by Louis Navellier June 15, 2021 Last Thursday, the Labor Department reported that the Consumer Price Index (CPI) rose 0.6% in May, bringing the total rise in the past 12 months to [...]
6-8-21: A “Summer of Love” Likely Awaits Unloved Growth Stocks
by Jason Bodner June 8, 2021 Have you ever felt like you were being held hostage when investing? I have. I devote my time to identifying “outlier” stocks, companies with growing sales, [...]
6-8-21: What Would Happen if the Fed Tapers?
by Ivan Martchev June 8, 2021 When former Fed Chairman Ben Bernanke uttered the word “taper” in the late spring of 2013, the bond market went wild. The 10-year yield almost doubled, [...]
6-8-21: Enjoy Your GDP “Sugar High” – While it Lasts!
by Gary Alexander June 8, 2021 This will be a year of almost-unprecedented peacetime GDP growth. Not since the opening years of the Korean War has America seen what we will likely [...]
6-8-21: Clarity of Tax Policy is Another Bullish Catalyst
by Bryan Perry June 8, 2021 Ben Franklin’s old saying that the only two things we can be sure of are death and taxes came to light this past weekend when the [...]
6-8-21: On ZOOM, AMC/Reddit, and Mid-Year Market Mechanics
by Louis Navellier June 8, 2021 I was happy to see that Zoom Communications (ZM) announced on Tuesday that its fiscal first-quarter revenue surged 191.3% to $956.2 million compared with the $328.2 [...]
6-2-21: Seeing What is Invisible to Most Investors
by Jason Bodner June 2, 2021 We think we know everything, but how little we really know! Looking at the visible world around us – all the buildings, trees, people, moons, planets, [...]
6-2-21: Bonds and Inflation Hold the Key to the Stock Market
by Ivan Martchev June 2, 2021 I think the two biggest factors influencing stocks now are Treasury yields and inflation – two factors that are intimately intertwined. Inflation is a current problem, [...]