Marketmail Archive
Our Marketmail covers a wide range of commentary from income stocks to global strategies. Be sure to sign up to have your copy delivered to your inbox. Here are the five featured research areas we cover:
This Market is Beginning to Look a Lot Like 1999
January 22, 2020 We are off to a strong start in the New Year, which so far feels a lot like 1999, which was a very strong market year. That is the [...]
1-22-20: A Bull Market Can Fuel Dreams…or Nightmares
January 22, 2020 I remember how much I loved the original movie, “Willy Wonka and the Chocolate Factory,” starring Gene Wilder. Seeing it as a child, it simultaneously fueled my imagination and [...]
1-22-20: When Stocks Go Parabolic…
January 22, 2020 The fact that the market is overbought does not mean that it will immediately correct; it means that we need to remember how overbought it is – based on [...]
1-22-20: A Tale of Two Markets – The Hot NASDAQ, the Cool Dow
January 22, 2020 So far this year, the NASDAQ Composite is up 4.64% (through Friday), but the small-stock Russell 2000 is up only 1.87%. In fact, the Russell 2000 went two weeks [...]
1-22-20: More Gains in Store as the Market Rally Broadens Out
January 22, 2020 Don’t look now, but the rally that has taken the Dow, S&P, and NASDAQ to new lifetime highs has the look and feel of extending its run. Liquidity from [...]
1-22-20: Some Eerie Similarities Between 1999 and Now
January 22, 2020 I have been writing a lot recently about some imbalances in this market, specifically about some stocks that are in a “bubble” condition, and the many stocks that aren’t [...]
1-14-20: The Market Rallies on Iran’s “Measured Response”
January 14, 2020 There are a lot of interesting opinions about what Iran might do next in the wake of the assassination of General Qassem Soleimani. However, the article I liked the [...]
1-14-20: The Four Kinds of Market Bets
January 14, 2020 I had never played poker before, but my college roommates invited me to their poker game anyway. Maybe they needed an easy mark. What I lacked in skill was [...]
1-14-20: Iranian “Wild Card” Averted, For Now
January 14, 2020 Gulf War III was certainly not part of any econometric models, but it came close – with a predator drone strike and an Iranian retaliation. Who knows what Shiite [...]
1-14-20: Is the Dow Entering “Escape Velocity” or “Cruising Speed”?
January 14, 2020 Last Friday, the Dow peaked above 29,000 for a few minutes then scuttled below that level to close at 28,823.77. There’s something about new round numbers that seems daunting [...]
1-14-20: The Market Melt-Up is in Full Swing
January 14, 2020 This past week, the fundamental bulls passed the torch to the momentum bulls in a melt up for the major averages fueled by converging forces. Even a serious geopolitical [...]
1.7.20: What Could Go Wrong and (More Likely) Right in 2020
January 7, 2020 What could go wrong in this market? First, some high-flying stocks and sectors are vulnerable. As the stock market has moved higher, short covering has caused a “bubble” to [...]