Marketmail® Archive
2-21-24: Are Banks Prepared for a Commercial Real Estate Reset?
by Bryan Perry February 21, 2024 Among the more debatable topics when professional and retail investors gather, the health of the banking sector is often a front-and-center discussion. Will the heavy loan [...]
2-21-24: Most Economic Indicators Tell Me the Fed Should Cut Rates Sooner, Not Later
by Louis Navellier February 21, 2024 When it comes to deciding when to begin cutting key short-term interest rates, it seems to me that the Federal Reserve seems overly fixated on small [...]
2-13-24: Buy, Sell, … or Do Nothing?
by Jason Bodner February 13, 2024 It turns out that, according to studies, 20% of the population is indecisive. But leaders tend to make decisions quickly. Indecision can be paralytic and cause [...]
2-13-24: The Tape is Getting a Little Stretched
by Ivan Martchev February 13, 2024 This title begs some explanation of why the stock market is still sometimes referred to as “the tape.” The reference is to the ticker tape, so [...]
2-13-24: Rapid U.S. GDP Growth is Disputed by Two Other Measures
by Gary Alexander February 13, 2024 Gross Domestic Product (GDP) rose by a healthy 3.13% (in real terms) in 2023, but a couple of more comprehensive measures call this number into question. [...]
2-13-24: Key Market Takeaways in a Record-Setting Week
by Bryan Perry February 13, 2024 For the first six weeks of 2024, the Dow (+2.6%), S&P 500 (+5.4%), and NASDAQ (+6.5%) have added to their 2023 gains, with the more concentrated [...]
2-13-24: Bull Markets Climb a Wall of Worry
by Louis Navellier February 13, 2024 Bull markets naturally climb a “wall of worry,” and the latest worries center around escalating wars, the presidential race, and delays in Fed rate cuts. I’ll [...]
2-6-24: When You Can’t Find Good Answers…Create Your Own
by Jason Bodner February 6, 2024 NASA, the space exploration agency, operates on a budget of $25.3 Billion for 2024. That can seem like a lot or a little, depending on your [...]
2-6-24: Bonds Are Once Again More Volatile Than Stocks
by Ivan Martchev February 6, 2024 It is normal to see huge swings in bonds and stocks on a day when the Fed Chairman releases his FOMC statement and holds a press [...]
2-6-24: “President’s Month” Invites Presidential Comparisons
by Gary Alexander February 6, 2024 President’s Day is officially the third Monday in February, marking the midpoint between two older holidays – Lincoln’s Birthday (February 12, 1809) and Washington’s Birthday (February [...]
2-6-24: Hot Jobs Report Runs Counter to Soft ADP Data
by Bryan Perry February 6, 2024 The S&P and NASDAQ soared, and bond prices crashed after last Friday’s release of the January jobs report that blew apart even the most bullish of [...]
2-6-24: The Latest Economic Data May Postpone Rate Cut Expectations
by Louis Navellier February 6, 2024 As the Federal Open Market Committee (FOMC) met last week for the first time in 2024, they weighed all the economic data and decided to make [...]