Marketmail® Archive
1-17-24: Why the Fed Lost Over $116 Billion in 2023
by Gary Alexander January 17, 2024 (With More Losses to Come if They Don’t Cut Rates Soon) Here is one more unintended consequence of Modern Monetary Theory (MMT), the “free lunch” school [...]
1-17-24: Bracing For More Volatility Ahead
by Bryan Perry January 17, 2024 The market stage is set for what looks to be a very bumpy ride ahead, as a series of fluid situations are ramping towards inflection points [...]
1-17-24: Why the Fed Follows the PCE, not the CPI or PPI
by Louis Navellier January 17, 2024 The Consumer Price Index (CPI) is often too hot (too inflationary), as consumers sometimes bid up prices and the Labor Department usually measures posted market prices, [...]
1-9-24: Will the Recent Market “Hangover” Last Through March?
by Jason Bodner January 9, 2024 In my 20s, I had more New Year’s Day hangovers than now. I’ve learned since then that it’s not how much you drink but how often [...]
1-9-24: Why No Santa Claus Rally for the S&P 500 in 2024?
by Ivan Martchev January 9, 2024 There was no Santa Claus rally in the last week of 2023 and the first two trading days of 2024 – which mark the technical definition [...]
1-9-24: Three Major 2024 Challenges Emerged in Week #1
by Gary Alexander January 9, 2024 OK, the party’s over. Week #1 of 2024 is in the books, and three major hangovers hit us, all at once: #1) The stock market declined! [...]
1-9-24: Two Lagging Income Sectors in 2023 Look Like Winners in 2024
by Bryan PerryJanuary 9, 2024As the bond market anticipates lower interest rates ahead, there is a mighty sea change underway within the broad income-generation space for investors seeking to lock in higher yields. [...]
1-9-24: The Middle Eastern Theater of War Has Suddenly Escalated
by Louis Navellier January 9, 2024 For months, Iranian proxies have been very busily attacking Israeli and U.S. facilities in the Middle East. Houthi rebels in Yemen have fired on British and [...]
1-3-24: Comparing Rapid Recoveries: Late 2023 vs. Mid-2020
by Jason Bodner January 3, 2024 Happy New Year! The party is just getting started, but beware! Champagne corks can pop out at 25 miles per hour, so watch your eyes, as [...]
1-3-24: Emerging Markets are Overdue to Outperform
by Ivan Martchev January 3 , 2024 On a relative basis, the performance of the MSCI Emerging Markets Index compared to the S&P 500 has been a disaster of epic proportions since [...]
1-3-24: It’s Decision Time: Roaring ‘20s or Stagnant ‘70s?
by Gary Alexander January 3, 2024 We now begin 2024, the key year of the decade – like 1924 was to the Roaring 20s – the year when Cal Coolidge was re-elected [...]
1-3-24: Rising Debt is Weighing Down King Dollar’s Reign
by Bryan Perry January 3, 2024 It is widely understood that the U.S. dollar is still the world’s reserve currency, primarily because of its stability and acceptance in international trade. Ever since [...]