Marketmail® Archive
8-13-24: The Perma-Bears are Roaring Again
by Gary Alexander August 13, 2024 It’s as predictable as hurricanes in August and September. Markets get volatile; the perma-bears predict that this is the beginning of the “worst crash ever;” the [...]
8-13-24: A Rotation into Corporate Debt is Underway
by Bryan Perry August 13, 2024 The backdrop for being invested in floating rate assets for the past two years has been ideal. The Fed funds rate was near zero in early [...]
8-13-24: Look to Japan for the Cause of the Latest Volatility
by Louis Navellier August 13, 2024 The catalyst for last week’s stock market gyrations was mostly the Japanese carry trade. That’s a situation where investors sell the Japanese Yen to benefit from [...]
8-6-24: What Kind of Volatility to Expect, Especially in Election Years
by Jason Bodner August 6, 2024 It’s August… the hottest month of the year, and the last full month of summer. That is, in the Northern hemisphere, as it is winter south [...]
8-6-24: The Bond Market is Already Cutting Rates for the Fed
by Ivan Martchev August 6, 2024 Hell-bent on saving his legacy when it comes to fighting inflation, Fed Chair Jerome Powell turned from an uber-dove in 2020 to an uber-hawk in 2022. [...]
8-6-24: The Current Medal Count Between the Big-3 Economies
by Gary Alexander August 6, 2024 Today marks the mid-point of summer – the 46th of 91 days between June 21 and September 20 – and the market is doing something it [...]
8-6-24: The Market Fears the Fed is Behind the Curve Again
by Bryan Perry August 6, 2024 Volatility spiked last week following a string of disappointing second-quarter results, the assassination of a Hamas leader in Tehran, dismal manufacturing data, and a jobs report [...]
8-6-24: The Jobs Data is Weaker Than Expected
by Louis Navellier August 6, 2024 When it comes to the payroll reports at the start of each month, ADP reported last Wednesday that only 122,000 private payroll jobs were created in [...]
7-30-24: Managing Change in Markets Can Be Stressful – But Profitable
by Jason Bodner July 30, 2024 I’ve just returned from another mini-vacation, this time in the mountains of Colorado – watching some of the snow fall in avalanches, much like the technology [...]
7-30-24: The Yen Strikes Back
by Ivan Martchev July 30, 2024 One of the largest carry trades in the world, funded by the Japanese yen, has reached some sort of climax and is partially unwinding, which is [...]
7-30-24: The American “Income Gap” is Much Smaller Than Advertised
by Gary Alexander July 30, 2024 Article I, Section II of the U.S. Constitution mandates a head count every decade, and further states that “The actual enumeration shall be made within three [...]
7-30-24: A Bottom in Commercial Office Property Values Now Looks Further Out
by Bryan Perry July 30, 2024 Much has been written about the deteriorating conditions of commercial office property and the debt burden which that sector faces over the next two years. Demand [...]