Sector Mail Archive
12-17-24: The Indexes are Flat, But Most Sectors are Either “Hot” or “Cold”
by Jason Bodner December 17, 2024 Visualizations can help our brain contextualize things. One vision I saw recently was the pattern of commuting in and out of Manhattan. The pulsing of human [...]
12-10-24: ‘Tis the Season for Stocks to Rise
by Jason Bodner December 10, 2024 The twelfth month of the year brings about holiday cheer. It was, however, originally only our tenth month, in the Roman calendar. “Ten” is embedded in [...]
12-3-24: A 50-Year-Old Investor’s Thanksgiving Checklist
by Jason Bodner December 3, 2024 Thanksgiving was really nice this year. I was surrounded by people I enjoy. It was also the last day I could celebrate being in my 40s. [...]
11-26-24: Polishing My Crystal Ball for the Holidays
by Jason Bodner November 26, 2024 Have you polished your crystal ball lately? Because it would come in handy right now. Some say crystal balls came from Celtic Druids from roughly 800 [...]
11-19-24: We’re Entering the Best Season for Stocks
by Jason Bodner November 19, 2024 “It's the most wonderful time of the year.” – Andy Williams’ hit Christmas song from December 1962 “It’s a good time for stocks.” That’s what I [...]
11-12-24: We Got the Decisive Election the Market Craved
by Jason Bodner November 12, 2024 It’s finally over. On the one hand, I am obviously talking about the election – it was hotly debated down to the wire, but like him [...]
11-5-24: Don’t Expect Any Big Market Moves Right After the Election
by Jason Bodner November 5, 2024 We’re down to the wire. The election is over today (we hope). You can complain all you want about the outcome on one condition: you vote! [...]
10-29-24: Are We Seeing “Cracks” in This Bull Market?
by Jason Bodner October 29, 2024 In 1975, China’s Banqiao Dam failure was catastrophic. Along with 61 other dams, Banqiao collapsed when Typhoon Nina hit China, causing the third deadliest flood in [...]
10-22-24: Is This Overbought Market Overdue for a Correction?
by Jason Bodner October 22, 2024 Chinese bamboo takes five years to grow, but it grows underground for the first four years. Only in the fifth year will you see it grow [...]
10-15-24: Why the Media Don’t Want You to Know the Truth about Their Reporting
by Jason Bodner October 15, 2024 I love quantitative investing. It removes emotion from investing, so I can live my dream: writing financial algorithms while listening to Bach instead of CNBC talking [...]
10-8-24: October is a Month of Mysteries, Surprises and Split Personalities
by Jason Bodner October 8, 2024 October usually means a reduction in hurricane activity, but new potential threats are popping up. There are a few storms forming in the Atlantic and one [...]
10-1-24: Forecasting Market Trends Faster than the Normal Filings Disclose
by Jason Bodner October 1, 2024 Hurricane Helene just slammed into northwestern Florida as a powerful category 4. I hope everyone is OK. The forecasting was spot on, but weather forecasting accuracy [...]