Marketmail® Archive
8-31-21: Four New Labor Day Realities in the Covid-Era Workplace
by Gary Alexander August 31, 2021 Will traditional labor soon be a thing of the past? It’s something to think about over Labor Day weekend. In honor of the coming Labor Day [...]
8-31-21: Jerome Powell Green Lights BDC Sector
by Bryan Perry August 31, 2021 This past Friday, Fed Chairman Jerome Powell delivered an amazingly dovish speech at Jackson Hole that caught the market pleasantly flat-footed. Within the body of his [...]
8-31-21: Powell Kicks “Taper Timing” Down the Road at Jackson Hole
by Louis Navellier August 31, 2021 The big economic news of late August is usually the annual Kansas City Fed Conference in Jackson Hole, Wyoming, but the on-site meeting was canceled for [...]
8-24-21: A 30-Year (or 3-Month) Investment Game Plan
by Jason Bodner August 24, 2021 It’s our nature to want to know what comes next. I saw The Fugitive in the theater (remember theaters?) with my mom. She figured out the [...]
8-24-21: Money Supply is (Almost) All About the Fed
by Ivan Martchev August 24, 2021 I got into a surreal argument with a financial journalist three years ago about whether the Fed controls the money supply – his point being that [...]
8-24-21: Who Will Win the 21st Century – China or the U.S.?
by Gary Alexander August 24, 2021 While all eyes are on the Kabul airport, let’s not ignore the main Heavyweight battle in that region. Last May 4-18, I wrote three articles here [...]
8-24-21: The Script for the Jackson Hole Symposium Has Changed
by Bryan Perry August 24, 2021 Expectations for a “once-and-for-all” announcement about the Fed’s timetable for its plan to taper QE are very high going into this week’s symposium in Jackson Hole, [...]
8-24-21: Fed Officials are Conflicted on Policy Decisions
by Louis Navellier August 24, 2021 The 10-year Treasury bond yield declined a bit during the Afghanistan crisis, so all eyes are now on the Fed to see how new realities will [...]
8-17-21: Trouble Brewing Under the Cap-Weighted Radar Screen
by Jason Bodner August 17, 2021 When he appointed Joseph Kennedy to head the new Securities & Exchange Commission, President Franklin D. Roosevelt, said, “It takes a thief to catch a thief.” [...]
8-17-21: More Drama in the Treasury and Junk Bond Markets
by Ivan Martchev August 17, 2021 The unprecedented demand for U.S. Treasuries at last week’s auction – even as the 10-year yield approached its 50-day moving average – speaks volumes. Some observers [...]
8-17-21: Lessons from Dramatic Market Reversals in Mid-August in History
by Gary Alexander August 17, 2021 Louis Navellier has suggested that Wall Street close down for August and let everyone – investors as well as traders – take a vacation from all [...]
8-17-21: The Market Somehow Shrugs Off Low Confidence Readings
by Bryan Perry August 17, 2021 The current investing landscape has been full of surprises and sudden changes that have kept investors and fund managers guessing as to how best to be [...]