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:
4-28-26: Did You Get the Memo…About AI?
by Jason Bodner April 28, 2026 No, I’m not talking about TPS reports, from “Office Space,” pictured below, but my memo about “AI”… Let me explain... Everyone is talking about data-centers, as [...]
4-28-26: Is April the Cruelest Month?
by Ivan Martchev April 28, 2026 April is not over, but we are already close to a 13% rise in the S&P 500 since March 30, closing Friday at a new all-time [...]
4-28-26: A Call to Action (Like Getting a Job) on “May Day”
by Gary Alexander April 28, 2026 Over 60-nations now celebrate May 1st as a worker’s holiday. Major countries observing Labor Day on May 1 include China, France, Germany, Russia, Brazil, India, Italy, Spain, [...]
4-28-26: Massive AI Capex Spending is Justified by Anthropic’s Mythos
by Bryan Perry April 28, 2026 The question of whether the current $600-billion in capex spending on AI infrastructure and software is justified has largely been answered, as Wall Street is finally [...]
4-28-26: Earnings Continue to Surprise on the Upside
by Louis Navellier April 28, 2026 After a slow first quarter, the U.S. economy may still hit my 5% annual GDP growth target for this year, based on: (1) AI-led productivity gains, [...]
4-21-26: AI Infrastructure Just Surged… Here’s Why
by Jason Bodner April 21, 2026 A single modern AI data-center consumes 80,000 American homes’ worth of electricity, and Meta is building a data-center in Louisiana needing more power than the entire [...]
4-21-26: Stocks Try to Fly like Icarus
by Ivan Martchev April 21, 2026 After hitting an all-time high on the S&P 500 on Friday (before Iranians shot at a tanker in the Strait of Hormuz), we have an opportunity [...]
4-21-26: Growth Is Not a Dirty Word (and Neither is Wealth)
by Gary Alexander April 21, 2026 When some of my left-leaning friends and family members see my column, called “Growth Mail,” some express a knee-jerk reaction, such as, “We shouldn’t seek more [...]
4-21-26: Dissecting the Sudden Rise In REITS
by Bryan Perry April, 21, 2026 In recent weeks, we’ve seen a notable example of decoupling, as we witness powerful market resilience amidst unresolved geopolitical volatility and economic stagnation. Entering this week, [...]
4-21-26: The U.S. Navy to the Rescue…of Global Energy Supplies
by Louis Navellier April 21, 2026 The Strait of Hormuz is now in control of the U.S. Navy, and since Iran does not wish to share whether (or where) it might have [...]
4-14-26: “Big Money” Buying Suddenly Revived Last Week
by Jason Bodner April 14, 2026 Octopi have three-hearts. Two-hearts pump blood to the gills. One-pumps it to the rest of the body. When they swim, the main heart actually stops beating, [...]
4-14-26: This Ceasefire is Starting to Look Like a Failing Truce
by Ivan Martchev April 14, 2026 When it comes to the stock market, investors decided to run with the best-case scenario on news of talks between the Trump administration and Iran in [...]