Sector Mail Archive
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 [...]
9-24-24: The Fed’s Late-Blooming Flower … Finally Blooms
by Jason Bodner September 24, 2024 There is a flower that blooms so rarely that it might only bloom once a decade. The Amorphophallus Titanium, better known as the Corpse Flower, blooms [...]
9-17-24: September 18th Creates a Turning Point for Stocks
by Jason Bodner September 17, 2024 This is an exciting time for stocks. It may not be as exciting as when the whole idea for a stock market started more than 400 [...]
9-10-24: If Given a Choice, Would You Cancel August – or September?
by Jason Bodner September 10, 2024 Louis Navellier sometimes humorously says we should just close the market in August, since much of Wall Street is on vacation and the trading desks are [...]
9-4-24: August is Mercifully Over – Will the Market Return to Reality?
by Jason Bodner September 4, 2024 The August run of market manipulation is over. Labor Day is here. As I write, the world is quiet… Late August finds much of the tri-state [...]