Sector Mail Archive
3-31-26: Never Underestimate the Power of the Crowd
by Jason Bodner March 31, 2026 People are always looking for confirmation. We trust online ratings before buying a $2-product. We notice what cars others drive. We feel stronger when we move [...]
3-24-26: Follow the Flows, Then Follow Through
by Jason Bodner March 24, 2026 A Remora is a small fish with a suction-cup on its head. Attaching itself to sharks, it feeds on scraps while the host does the heavy-work. [...]
3-17-26: Where There’s Smoke, There’s Fire – But Where’s the Fire?
by Jason Bodner March 17, 2026 Astronomers just observed something extraordinary – two-planets collided, roughly 11,000-light years away. The impact sent debris and energy rippling across the surrounding solar-system. When massive objects [...]
3-10-26: Don’t Let Market Volatility Upset You
by Jason Bodner March 10, 2026 Octopi have three-hearts and blue-blood. When they get stressed, one of their hearts, stop-beating. Recent market gyrations might make some investors feel their heart is on [...]
3-3-26: A Long-Term Perspective Makes Investing Success Likelier
by Jason Bodner March 3, 2026 Cleopatra lived closer in time to the moon landing (2000-years later) than to the building of the Great Pyramid (2500-years earlier). Perspective changes everything…. especially in [...]
2-24-26: This Sector Rotation May End Soon
by Jason Bodner February 24, 2026 The markets are acting weird. There, I said it. Most indexes are near all-time highs, but there is a wide dispersion buried within such a statement. [...]
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 [...]