Marketmail® Archive
11-7-23: The Latest Media Storm Is Raining “Diamonds in the Rough”
by Jason Bodner November 7, 2023 Storms come and sometimes bring hail. But storms can bring much better things – as on Jupiter or Saturn, where it likely rains diamonds. The latest [...]
11-7-23: We’re Seeing a Massive Short Squeeze in Both Stocks and Bonds
by Ivan Martchev November 7, 2023 The surreal correlation between Treasury rates and stock index futures, that had been intensifying in September and October, played its role – in a positive manner [...]
11-7-23: New Orleans Does It in Style – Once Again!
by Gary Alexander November 7, 2023 The New Orleans Saints won their last two games … a Louisiana Republican was just installed as the new Speaker of the House … and the [...]
11-7-23: 2-4 Year Investment Grade Corporate Bonds Look Very Timely
by Bryan Perry November 7, 2023 It’s rare that the Street gets excited about bonds, but after last week’s wink and nod from Jerome Powell that the “pause” on rates might also [...]
11-7-23: The Downbeat October Jobs Report Does Not Even Include the UAW Strikers
by Louis Navellier November 7, 2023 On Wednesday, November 1, ADP reported that 113,000 private payroll jobs were created in October, which was well below the economists’ consensus expectation of 130,000 jobs. [...]
10-31-23: What Kind of Bear is This – Or is it a Bear at All?
by Jason Bodner October 31, 2023 There are bears and there are bears. We all know the iconic Grizzly bears that litter explorer movies. They are always portrayed as big, ferocious. and [...]
10-31-23: Initial Signs of a Treasury Yield Top
by Ivan Martchev October 31, 2023 By themselves, Treasury yields spiking out of control can cause a recession, and October delivered both a 5% yield on 10-year Treasury bonds and 8% fixed-rate [...]
10-31-23: When PIGS Fly: Europe’s Basket Cases Recover, While the U.S. Drowns in Debt
by Gary Alexander October 31, 2023 A decade ago, the biggest economic story in these columns for many weeks concerned the PIGS of Europe: Portugal, Italy (or Ireland, take your pick), Greece and [...]
10-31-23: Treasury Secretary Janet Yellen Is Talking Her Book
by Bryan Perry October 31, 2023 The tried-and-true Wall Street maxim of he or she is “talking their book” couldn’t be more accurate or timely than what we are hearing from Treasury [...]
10-31-23: As GDP Peaks Near 5%, Is This the Last of the Booming Quarters?
by Louis Navellier October 31, 2023 The Commerce Department reported last Thursday that the preliminary estimate for third-quarter GDP growth was an annual pace of 4.9%, due predominately to robust consumer spending. [...]
10-24-23: When Will This October Market Start to Deliver for Us?
by Jason Bodner October 24, 2023 Waking up each day to see red prices on the stock exchange can be exhausting. We’re all wondering, when will it end? It seems the market [...]
10-24-23: The 10-year Treasury Rate is at the Brink of 5%
by Ivan Martchev October 24, 2023 As the S&P 500 sits on its 200-day moving average – in the vicinity of which it closed on Friday – I went back to reread [...]