Marketmail® Archive
12-16-25: Growth is More Likely After Seeming Disasters
by Jason Bodner December 16, 2025 In nature, growth accelerates not when all conditions are perfect, but when energy reallocates to where it is most productive. For instance, after a forest fire, [...]
12-16-25: Venezuela (or Japan) Could Fuel a Year-End Move
by Ivan Martchev December 16, 2025 Last Thursday, we saw a new all-time high, but only on a closing basis, and then Friday delivered a large down day, with the S&P 500 [...]
12-16-25: My Top 10 List of Best Books in 2025 (Part 1)
by Gary Alexander December 16, 2025 This year marks the 8th edition of my year-end column of “10 best books,” which began as a Christmas list of books for my college-age grandchildren [...]
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. [...]