Marketmail® Archive
6-25-24: The Torrid AI Rally Takes a “Pause That Refreshes”
by Bryan Perry June 25, 2024 The financial media and some Wall Street gurus are banging a drum to say that the AI trade is overpriced – or priced way ahead of [...]
6-25-24: Bond Traders (Not the Fed) Control Interest Rates
by Louis Navellier June 25, 2024 The big news last week was that the Commerce Department reported that retail sales rose by only 0.1% in May, below the analysts’ consensus estimate of [...]
6-18-24: While in Europe, I Take a Closer Look at Travel & Leisure Stocks
by Jason Bodner June 18, 2024 I picked the wrong profession, or at least the wrong place to practice it. Wall Street was intense. I made good money and had a great [...]
6-18-24: Beware the Franco-German Spread
by Ivan Martchev June 18, 2024 Elections for the EU parliament are sending shock waves throughout financial markets in Europe. The national elections still matter more, when it comes to the politics [...]
6-18-24: The Data-Dependent Fed Relies on Deceptive Data to Meet its Misleading Mandates
by Gary Alexander June 18, 2024 In 1977, Congress created “dual mandates” for the Federal Reserve by amending the Federal Reserve Act to direct the Fed’s Open Market Committee to maintain the [...]
6-18-24: The Market Just Got Real Simple, Real Fast, For Most Investors
by Bryan Perry June 18, 2024 This past week of trading activity brought with it several new developments that have stoked uncertainty in a number of sectors. Last week’s sequential trading sessions [...]
6-18-24: Powell Needs to Face Reality – and Take Control
by Louis Navellier June 18, 2024 The Fed’s Federal Open Market Committee (FOMC) statement on Wednesday acknowledged “modest further progress” on inflation. That was the good news. The bad news is that [...]
6-11-24: Why Do You Invest? To Hoard Wealth, or Spend It?
by Jason Bodner June 11, 2024 Why do you invest? People like to spend their money on different things. Some like watches, cars, and homes. Some enjoy accumulating and not spending. Some [...]
6-11-24: Fresh All Time Highs, Now What?
by Ivan Martchev June 11, 2024 Because the stock market moved sharply and registered fresh all-time highs in the S&P 500 and NASDAQ, many wonder if they have missed the boat. The [...]
6-11-24: High Tech Stocks Can Create (or Crater) Fortunes
by Gary Alexander June 11, 2024 A century ago this week, June 10-13, 1924, Cleveland hosted the first of its three Republican national conventions. (The others were 1936 and 2016, when Trump [...]
6-11-24: Non-Leveraged High Yield Asset Class Pays Double-Digit Yields
by Bryan Perry June 11, 2024 Last Friday, the U.S. Treasury market took it on the chin following the release of the May jobs report data showing that the economy added 272,000 [...]
6-11-24: Overseas Rate Cuts Could Help Lower U.S. Yields This Summer
by Louis Navellier June 11, 2024 As I have long said, the rest of the world is starting to cut rates in June – even if the Fed doesn’t follow suit. The [...]