Marketmail® Archive
4-8-25: A High-Stakes Game of Tariff Chicken
by Ivan Martchev April 8, 2025 When I noted last week that the quickest way for President Trump to push the stock market lower, on par with what Jerome Powell did in [...]
4-8-25: Trade Deficits are Not Like Budget Deficits…or Tariffs
by Gary Alexander April 8, 2025 If you’ve followed these columns any amount of time, you know I’m an evangelist for turning around our high and rising annual budget deficits before it’s [...]
4-8-25: Time to Brace for Earnings Season – And Much-Needed Tariff Guidance
by Bryan Perry April 8, 2025 Those of us who contribute to Market-mail are required to submit these columns by Sunday afternoon, so we don’t have the luxury to react to how [...]
4-8-25: Friday’s Jobs Report Was Bullish – On an Ultra-Bearish Market Day
by Louis Navellier April 8, 2025 While the tariff announcements grabbed all the headlines, ADP reported on Wednesday that 155,000 private sector jobs were created in March – much higher than the [...]
4-1-25: Did Margin Debt Fuel This March Market Madness?
by Jason Bodner April 1, 2025 “Upon us all a little rain must fall.” - from Led Zeppelin’s The Rain Song. April begins today, and there are songs about “April Showers” as [...]
4-1-25: Beware of the Auto Tariff Quicksand
by Ivan Martchev April 1, 2025 The expeditious unraveling of the respectable 5% rebound of the S&P 500 Index off the mid-March lows can be primarily linked to one-event, the 25% tariff [...]
4-1-25: Gold is Quietly Dominating the Financial World…Once Again
by Gary Alexander April 1, 2025 The first quarter is officially over. At press time, I don’t have Monday’s final figures to report, but as of Friday’s close, gold and silver are [...]
4-1-25: Follow the Money Flows into Stagflation-Proof Assets
by Bryan Perry April 1, 2025 Most investors are acutely aware of the Wall Street maxim that “perception is greater than reality.” This phrase couldn’t be more applicable than to what the [...]
4-1-25: Trade Talks Escalate as “Liberation Day” Approaches
by Louis Navellier April 1, 2025 In North America, cooler heads seem to be prevailing, with new trade agreements anticipated with both Canada and Mexico as “Liberation Day” (April 2nd) approaches. The [...]
3-25-25: Some Good News and Bad News About This Correction
by Jason Bodner March 25, 2025 A kid says to his mom: “Ma? I have some good news and bad news.” Mom says: “Give me the bad news first.” Kid: “I took [...]
3-25-25: Some Bottoming Action in the Stock Market is Clearly Evident
by Ivan Martchev March 25, 2025 While last week finally delivered an up-week for the S&P 500, it was clearly messy, which is normal in a bottoming process. I do not believe [...]
3-25-25: Is This a Mini-Correction or the Start of a Lost Decade?
by Gary Alexander March 25, 2025 Five years ago, we enjoyed a 20% surge in three days (March 23-26, 2020) after a 5-week bear market. But 25 years ago, on March 24, [...]