Sector Mail Archive
2-18-26: Major Market Indexes Have Defied Expectations – So Far in 2026
by Jason Bodner February 18, 2026 So far this year, last year’s leading indexes (NASDAQ and S&P 500) are trailing the past laggards, the Dow and Russell 2000. The S&P is flat [...]
2-10-26: Most of the Time, Reasons for Market Moves are Not Obvious
by Jason Bodner February 10, 2026 For most of its existence, the universe was dark. After the Big Bang, matter existed without stars or clear structure. Gravity slowly pulled particles together until [...]
2-3-26: What A Stock Market Rotation Looks Like
by Jason Bodner February 3, 2026 Every year, billions of tons of biomass quietly rotate across Earth, shifting between ecosystems. These reshape the system without making any major headlines – much like [...]
1-27-26: How to See Clearly While Flying Through Dense Market Fog
by Jason Bodner January 27, 2026 Pilots flying through dense cloud covers find their vision becomes unreliable. The horizon disappears, depth perception collapses, and instinct can betray even experienced aviators. In those [...]
1-21-26: The Market Surge May Be Signaling a Coming Explosion in Growth
by Jason Bodner January 21, 2026 When you compress a spring, the energy doesn’t vanish. It is stored as potential energy. Then, when you release the spring, its stored energy is transformed [...]
1-13-26: The New Year Brings a New Hunt for Market Winners
by Jason Bodner January 13, 2026 My favorite form of “big game hunting” is hunting for the best stocks. As I enter any hunt, I like to look at other big game [...]
1-6-26: When Should a New Year Start – and Does it Matter?
by Jason Bodner January 6, 2026 Ancient civilizations never fully agreed on when a year should begin. The Romans started the year in March, aligning time with planting seasons and military campaigns. [...]
12-30-25: Santa Claus Arrives – Better Late Than Never
by Jason Bodner December 30, 2025 Did you know that when astronomers study distant galaxies, they often discard the brightest signals first? The strongest bursts of light are frequently cosmic noise, interference [...]
12-23-25: Seeing Beyond Our Stubborn Biases
by Jason Bodner December 23, 2025 It’s human to jump to premature conclusions. If I say the word “camel,” you probably picture a far-off desert in the Middle East, maybe in Saudi [...]
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, [...]
12-9-25: 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 [...]
12-2-25: 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. [...]