Marketmail® Archive
2-4-25: Is a Monopoly Always Bad? How Can We Tell?
by Gary Alexander February 4, 2025 As we continue to celebrate the 250th anniversary of America’s birth, I want to fulfill a promise I made in my year-end book reviews. My final [...]
2-4-25: A Major Campaign Promise Kept – Now What?
by Bryan Perry February 4, 2025 On the campaign trail, candidate Donald Trump said that he would levy tariffs on Mexico and China for being the source of the flow of deadly [...]
2-4-25: A Deeper Dive into DeepSeek and Nvidia
by Louis Navellier February 4, 2025 After last week’s “sneak attack” by China’s DeepSeek AI competitive release, many investors are now questioning whether America’s chip-hungry and energy-intensive AI industry will win the [...]
1-28-25: Catch a Wave and You’re Sitting on Top of the World
by Jason Bodner January 28, 2025 In December 2004, I was in Thailand on vacation with my wife and 3-month-old son. Then the unthinkable happened. The Boxing Day Tsunami hit, killing over [...]
1-28-25: Watch Out for a Return of Seasonal Inflation
by Ivan Martchev January 28, 2025 After the latest rally, we may see the old saw (“as goes January so goes the year”) play out in 2025. What we have seen so [...]
1-28-25: Is This the Most Pro-Growth Administration Since Reagan – or Coolidge?
by Gary Alexander January 28, 2025 ““The chief business of the American people is business.” -- President Calvin Coolidge, January 17, 1925 A century ago, President Calvin Coolidge, in a speech to [...]
1-28-25: AI and RFK Jr. are Breathing New Life into Two Lagging Sectors
by Bryan Perry January 28, 2025 With the S&P 500 trading at a new all-time high, and Nasdaq not far behind, investors who are squarely positioned in the leading stocks within technology, [...]
1-28-25: The Trump Wildcard Will be Tariffs – How Many and How Big
by Louis Navellier January 28, 2025 The biggest Trump wildcard is tariffs, namely, how many and how big? China is expected to be the biggest loser in the tariff rollout, as I [...]
1-22-25: Don’t Trust Any 10-Day Forecasts … About Anything
by Jason Bodner January 22, 2025 Would it surprise you if I told you that weather forecast accuracy falls the farther out you go? Probably not, right? I mean, if the Weather [...]
1-22-25: We Have Been at This Crossroads Before
by Ivan Martchev January 22, 2025 We have seen this convergence of trends several times in the last two years: Bond yields start rising and stocks ignore them, up to a point, [...]
1-22-25: The Case for Recycling These Columns on an Annual Basis
by Gary Alexander January 22, 2025 Last weekend, I was listening to one of my favorite old-time music shows and the songs sounded familiar, so I looked up their play list from [...]
1-22-25: The Market Embraces 2024 Themes For 2025
by Bryan Perry January 22, 2025 After less than three weeks of trading in the new-year, the market finally got its footing last week. The year got off to a rocky start, [...]