Marketmail® Archive
4-15-25: Happy Tax Day and 250th Birthday, America
by Gary Alexander April 15, 2025 It’s Tax Day today. I just sent a sizable check to my Aunt Iris and Uncle Sam, and I suppose many of you did, too. It [...]
4-15-25: A Bond Market Sell-Off is Anything But a “Yippy” Reaction
by Bryan Perry April 15, 2025 The tit-for-tat tariff war between President Trump and China hit a deep nerve in the Treasury market last week as trade war tensions were peaking, thereby [...]
4-15-25: Our Trade War is Now Only with China, Not the Whole World
by Louis Navellier April 15, 2025 On Wednesday, President Trump increased tariffs to a crippling 145% on China, and announced a 90-day suspension of reciprocal tariffs on most other nations. The baseline [...]
4-8-25: The Tariffs Will…Anyone? Anyone?… Raise or Lower Revenue?
by Jason Bodner April 8, 2025 There was a classic scene from the 1986 movie Ferris Bueller’s Day Off, in which the high school teacher (played by economist Ben Stein) was talking [...]
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 [...]