Marketmail® Archive
5-14-24: Why this High-Tech Consumer Driven Economy is About to Hit “Pause”
by Bryan Perry May 14, 2024 There is a growing potential that the stock market is, and could continue to be, more bifurcated going forward, where the explosive spending on AI implementation [...]
5-14-24: The Fed Should Cut Rates Before a Credit Crisis Forces Their Hand
by Louis Navellier May 14, 2024 The Fed seems determined to keep kicking the rate-cut can down the road. Last Tuesday, Minneapolis Fed President Neel Kashkari issued an essay saying that the [...]
5-7-24: Powell’s Upbeat Music Lifted the Market
by Jason Bodner May 7, 2024 Music is powerful. Think of how many times in your life, a great song came into your mind, and you were instantly transported to a memory, [...]
5-7-24: It Looks Like That Was “It” for the April Correction
by Ivan Martchev May 7, 2024 I am sure we will have more corrections in 2024, but as far as the April edition is concerned, it appears to be over, with the [...]
5-7-24: Why the U.S. is an Economic and Investment Oasis – And Likely Will Remain So
by Gary Alexander May 7, 2024 As we approach the 80th anniversary of D-Day in June and the beginning of the end for the Axis powers in World War II, today marks [...]
5-7-24: The Market Holds Up as Economic Cross Currents Collide
by Bryan Perry May 7, 2024 Over the past two weeks, investors have been on the receiving end of several key economic reports and high-profile earnings releases that have roiled the stock [...]
5-7-24: Powell’s Performance Boosts the Market Amid Downbeat Economic Reports
by Louis Navellier May 7, 2024 Last Wednesday, May 1, the Federal Open Market Committee’s (FOMC) statement confirmed a “lack of further progress” on bringing down inflation as their primary reason for [...]
4-30-24: Selling is a Bull Market’s “Pressure Release Valve”
by Jason Bodner April 30, 2024 Pressure cookers have been around since 1679. The theory is that increased pressure raises cooking temperatures more than normal atmospheric pressures. This results in much more [...]
4-30-24: The Case of the Disappearing Rate Cuts
by Ivan Martchev April 30, 2024 Two weeks ago, Fed Chair Jerome Powell let it be known that he had no confidence to cut rates with the present data, and last week's [...]
4-30-24: Slower GDP Growth Surprised Analysts (But Not Us)
by Gary Alexander April 30, 2024 At the beginning of this month (in “Is the U.S. Economy Really Growing at 3.4%?” Growth Mail, April 2, 2024), I made the case that the [...]
4-30-24: Three Percent Inflation Looks Like “The New Normal”
by Bryan Perry April 30, 2024 Last year’s well-defined downtrend for inflation (2% in the “core” PCE in the second half of 2023) made it look like the Fed was nearly triumphant [...]
4-30-24: The Perils of Owning the Wrong Tech Stocks
by Louis Navellier April 30, 2024 In any election year, change is on the horizon, but in this uncertain world, the one thing that remains certain is that companies and their underlying [...]