Marketmail® Archive
10-14-25: Is the Fed Really Independent…or Necessary?
by Gary Alexander October 14, 2025 First, let’s celebrate the fact that the government shutdown has spared us from the wildly premature and often inaccurate monthly jobs report, usually deposited in our [...]
10-14-25: A Chance to Buy “Wide Moat” AI Leaders after a Market Flush
by Bryan Perry October 14, 2025 The current market flush, triggered by the Trump administration’s threat of additional 100% tariffs on China due to fresh export restrictions on rare-earth metals – of [...]
10-14-25: Global Turmoil is Rising Among Other Major Governments
by Louis Navellier October 14, 2025 We tend to focus on our own government’s dysfunctions, but despite the federal government shutdown, the U.S. remains an oasis for most of the world, with [...]
10-7-25: When a Day Seems Like a Year…
by Jason Bodner October 7, 2025 Strange but true: on Venus, a single day - the time it takes Venus to rotate on its own axis - lasts longer than a Venusian [...]
10-7-25: We’re Seeing “Toppy” Action Without Conviction
by Ivan Martchev October 7, 2025 On both Thursday and Friday, October 2-3, the S&P 500 set fresh all-time highs, and on both days the index closed below where it opened. This [...]
10-7-25: Low “Gross Output” Implies that GDP May Over-Estimate Growth
by Gary Alexander October 7, 2025 Last week, I reported here that the GDP growth was robust (near 4%) in both the second and third-quarters of 2025. However, I spoke prematurely, before [...]
10-7-25: Finding Juicy Yields from Option Income Funds
by Bryan Perry October 7, 2025 As the fourth-quarter gets underway, market sentiment has shifted to a decidedly positive outlook for lower interest rates and bond yields. Recent economic data – like [...]
10-7-25: Shutdowns Are Generally Bullish for the Stock Market
by Louis Navellier October 7, 2025 This shutdown may be good for investors. Our friends at Bespoke Investment Group (BIG) documented what happened during the last six-federal government shutdowns. They found that [...]
9-30-25: The Data Speak Volumes, Even When the Market Seems Silent
by Jason Bodner September 30, 2025 Space is weird. In the vacuum of space, sound doesn’t travel. A star could explode into a blinding supernova, and you’d never hear a thing. No [...]
9-30-25: A Quarter-Ending Ramp-Up Is Likely
by Ivan Martchev September 30, 2025 Today, September 30, is when the third-quarter ends. Investors typically celebrate that event by pushing stock prices up at the end of the quarter. Just go [...]
9-30-25: Happy New Year! Growth Surges as we Enter Fiscal Year 2026
by Gary Alexander September 30, 2025 Last week’s third and final estimate of the second-quarter real GDP growth rate rose fairly dramatically, from 3.3% to 3.8%, confirming that the economy is in [...]
9-30-25: Finding Good Yields in the Bond Junk Yard
by Bryan Perry September 30, 2025 The U.S. is running multi-trillion-dollar deficits each year, with Treasury bond issuance ramping up to fund spending and interest payments. In the federal government’s fiscal year [...]