Marketmail® Archive
12-16-25: Mortgage REITs Enter the Limelight
by Bryan Perry December 16, 2025 After years of dealing with an inverted yield curve in the bond market, the current backdrop for Treasury yields has normalized, which is bullish for specific [...]
12-16-25: Making Sense of Conflicting (and Sometimes Absent) Economic Data
by Louis Navellier December 16, 2025 With the recent record-long government shutdown putting a hiatus on some economic data in October and November, it’s hard to know what economic benchmarks to trust. [...]
12-9-25: Opening Bell Arbitrage – The True “Value Cycle”
by Jamie Dlugosch December 9, 2025 In 2002, when I launched my own investment newsletter, I was intently focused on market efficiency – or should I say the lack thereof – so [...]
12-9-25: Into Each Month Some Rain Must Fall
by Jason Bodner December 9, 2025 Led Zeppelin’s great Rain Song said: “Upon us all a little rain must fall.” Decades before that classic song, the Ink Spots and Ella Fitzgerald delivered [...]
12-9-25: New All-Time Highs Are Likely This Week
by Ivan Martchev December 9, 2025 The range of trading for the S&P 500 last week was 103-points, if one looks at overnight futures, and it was stunningly symmetrical. I do not [...]
12-9-25: Storms Make the News, but Clear Skies are the Norm
by Gary Alexander December 9, 2025 “Potent Storm Is Expected to Drench the Pacific Northwest – A ‘very impressive’ source of moisture from an atmospheric river… is forecast on more than a [...]
12-9-25: “Affordability” Takes Center Stage For 2026
by Bryan PerryDecember 9, 2025The waning year 2025 may be defined by high levels of volatility, growing uncertainty surrounding labor market disruptions (mostly due to the inclusion of AI into corporate business models), [...]
12-9-25: 2026 Is Shaping Up to be a Spectacular Year
by Louis Navellier December 9, 2025 Financial markets are fully anticipating a Fed interest rate cut tomorrow, after Mary Daly, Stephen Miran, Christopher Waller and John Williams all spoke in favor of [...]
12-2-25: Thanksgiving Week Pushes November into the Green
by Jason Bodner December 2, 2025 In the Arctic, scientists revived ancient viruses trapped in permafrost for tens of thousands of years. Amazingly, they reawakened instantly, once exposed to the right conditions. [...]
12-2-25: November Ends Positive – Like the Flip of a Switch
by Ivan Martchev December 2, 2025 There was a pretty good run-up of over 325 S&P points in the last five-trading days of November, and suddenly we have a positive month. Just [...]
12-2-25: Keep an Eye on the “Other Dow” – the Transport Index
by Gary Alexander December 2, 2025 Many of us with a long history of following the economic newsletter community devoured the superb writings of Richard Russell (1924-2016) in his “Dow Theory Letters,” [...]
12-2-25: Moving Toward More Domestic Manufacturing is Now a Must
by Bryan Perry December 2, 2025 The Trump administration has stated that its economic agenda is designed to address the debt crisis by focusing on pro-growth policies that it expects will generate [...]