Marketmail® Archive
9-19-23: Rising Debt, Fewer Workers and Slower Growth Since 2001 – Why?
by Gary Alexander September 19, 2023 Something more dramatic than the loss of 3,000 American lives happened on September 11, 2001. We seem to have lost our nerve and taken leave of [...]
9-19-23: America Desperately Needs Lower Rates to Pay its Rising Bills
by Bryan Perry September 19, 2023 Not much has changed in the past month to convince the markets that the Fed is completely done raising rates. Last week’s inflation and retail sales [...]
9-19-23: Inflation is Rapidly Receding – Except for Energy Prices
by Louis Navellier September 19, 2023 The two major inflation indicators released last week were a bit “hotter” than expected, but that was mostly due to energy price increases. On Wednesday, the [...]
9-12-23: September 11 Puts Any Market Moves in Perspective
by Jason Bodner September 12, 2023 September is historically a rough time for many reasons. I write this just ahead of 9/11, perhaps one of the roughest times in American history. The [...]
9-12-23: The Yuan Wild Card Just Got Wilder
by Ivan Martchev September 12, 2023 When I wrote “Wild Cards for September” over the weekend, 9 or 10 days ago – I write these commentaries over the weekend, while most of [...]
9-12-23: September Speculations in Railroads, Real Estate and Russian Rubles
by Gary Alexander September 12, 2023 In the last 25 years, three events have haunted us, and they all share an anniversary this week, yet most of our attention this week may [...]
9-12-23: Investors Look for A “September to Remember”
by Bryan Perry September 12, 2023 August was characterized as a normal period of consolidation, capped by a strong reversal of the trend in the last week of the month. The softer [...]
9-12-23: World Trade is Waning as the G20 Meets in India
by Louis Navellier September 12, 2023 In August, China’s exports declined 8.8% vs. the same month a year ago. This was bad, but better than July’s 14.5% decline. Clearly, China’s overall exports [...]
9-6-23: The Hot Dog Days of Summer Are Finally Over
by Jason Bodner September 6, 2023 Labor Day finally arrived. That’s the unofficial end of summer. It’s also the unofficial end of hot dog season. According to the National Hot Dog and [...]
9-6-23: Wild Cards for September
by Ivan Martchev September 6, 2023 With a decidedly positive last week of August, many investors are wondering if September would live up to its bad reputation. It does not have to, [...]
9-6-23: Labor Day Report: When is a Job Not a Job?
by Gary Alexander September 6, 2023 The August unemployment report was released at 5:30 am (my time) on Friday, September 1. Do we really expect all the bean counters at the U.S. [...]
9-6-23: Is It Time to Consider Buying Long-Dated Bonds?
by Bryan Perry September 6, 2023 Bullish investors were rewarded last week with a winning streak of economic data points, coupled with a move higher for most equities and bond prices. I [...]