Marketmail® Archive
2-11-25: Will We See Another “Groundhog” Week?
by Ivan Martchev February 11, 2025 It does not happen very often that one week of trading in the S&P-500 looks like a carbon copy of the previous week, and yet this [...]
2-11-25: Comparing Cruising Stocks from Long Ago to Now
by Gary Alexander February 11, 2025 On January 28th, 2025, the day I began sailing on the latest Jazz Cruise, stock for Royal Caribbean Cruises (RCL), the parent company for the cruise [...]
2-11-25: Market Leadership Moves Beyond the Magnificent Seven
by Bryan Perry February 11, 2025 Despite the upheaval in the equity markets related to DeepSeek and tit-for-tat tariffs, the most important development within the current market landscape are rotation of investor [...]
2-11-25: Will the Worst Trade War Since the 1930s Cause Inflation, Depression…or Prosperity?
by Louis Navellier February 11, 2025 When the Trump Administration’s tariff negotiations with a series of major countries is completed, it will no doubt represent the biggest imposition of tariffs since the [...]
2-4-25: What Should Investors Do with Nvidia Now?
by Jason Bodner February 4, 2025 On Monday January 27th, China’s new AI DeepSeek caused an earthquake in AI-related stocks. We saw some of the largest single day moves in some of [...]
2-4-25: The Cycle of Tariff Recriminations Has Started
by Ivan Martchev February 4, 2025 January was a good month for U.S. stocks, with the S&P 500 rising 2.7%, even after the index closed more than 1% off Friday’s intra-day highs, [...]
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 [...]