Marketmail® Archive
Our Marketmail covers a wide range of commentary from income stocks to global strategies. Be sure to sign up to have your copy delivered to your inbox. Here are the five featured research areas we cover:
8-4-26: When Bonds Revolt Against the Fed
by Ivan Martchev August 4, 2026 News of a highly leveraged hedge fund focused on AI blowing up rattled markets last week. The fund, operating under the curious name of Situational Awareness, [...]
8-4-26: The Worst Midterm Election Reversals – Often Spark the Sharpest Market Recoveries
by Gary Alexander August 4, 2026 During August – a time of general torpor and doldrums on Wall Street – with sudden storm squalls on light volume, usually signifying nothing, I want [...]
8-4-26: Lowering Leverage Before Leverage Runs Riot…Again
by Bryan Perry August 4, 2026 The history of financial markets is littered with catastrophic blow-ups, driven by the same lethal cocktail: extreme leverage, often concentrated on directional bets, creating illiquid positions. [...]
8-4-26: Powerful Earnings Could Override the August “Doldrums”
by Louis Navellier August 4, 2026 First, let me report on some more leading stocks and their impressive earnings released last week: Last Tuesday, July 28, Seagate Technology (STX) announced its latest [...]
7-28-26: Using a Market Sextant to Plot Your Course
by Jason Bodner July 28, 2026 Not long ago, sailors navigated by dead reckoning. No GPS, no landmarks. Just a starting position, a compass heading, speed and time. Four inputs. Thousands of [...]
7-28-26: Will Oil at (or near) $100 Generate a “Diplomatic Offramp”?
by Ivan Martchev July 28, 2026 We got within $6.50 of $100 per barrel for WTI crude oil last Thursday. Triple-digit oil may be as little as a one big daily move [...]
7-28-26: Growth Stocks Are Hit by Deleveraging and Higher Interest Rates
by Bryan Perry July 28, 2026 The sudden reversal in bond yields last week put immediate pressure on growth stocks as the benchmark 10-year Treasury touched 4.7%, with market participants fearing a [...]
7-28-26: What Some Early Earnings Announcements Portend for the Market
by Louis Navellier July 28, 2026 In case it was not obvious, Elon Musk’s Tesla and SpaceX hurt the overall stock market last Thursday. Despite strong sales, Tesla’s operating margins are collapsing, [...]
7-21-26: What “Fractal Motion” in Markets Looks Like
by Jason Bodner July 21, 2026 Benoit Mandelbrot discovered fractals – those infinitely repeating patterns found in nature, like snowflakes, coastlines and tree branches. He did the same thing with markets. He [...]
7-21-26: The Stock Market is Not Ready for $100 Oil
by Ivan Martchev July 21, 2026 It looks like the Iranian situation is going from bad to worse. As of the time of this writing (Sunday), military strikes are intensifying on all [...]
7-21-26: Is it Possible for a Nation to Be Recession-Proof – for 50 Years?
by Gary Alexander July 21, 2026 Two months ago, on May 19, after President Trump met Xi Jinping, China’s dictator-for-life (“Xi who must be obeyed), I asked “Is China’s Growth Dynamo Now [...]
7-21-26: The Great Rotation into AI-Proof Healthcare
by Bryan Perry July 21, 2026 The growing scrutiny surrounding the AI trade does not mean technology stocks are on the verge of another dotcom-like melt-down, as in 2000-02, but instead it [...]