Sector Mail Archive
3-21-23: What To Do When You See Red
by Jason Bodner March 21, 2023 Did you feel extra hungry last week? I only ask that because stocks were “red-washed” last week. Heavy selling, especially in financials, but spreading to energy [...]
3-14-23: “Numbers Don’t Lie” – Or Do They?
by Jason Bodner March 14, 2023 “There are three kinds of lies: lies, damned lies, and statistics.” Mark Twain said that, crediting a British Prime Minister, although the origin is mired in [...]
3-7-23: A Short Course in Market Timing and Sector Selection
by Jason Bodner March 7, 2023 Sometimes new approaches change the game. Other times skeptics create hurdles. The story of the Tucker ‘48 comes to mind. It was the “car of the [...]
2-28-23: What’s Behind the Latest Selling? Is It the “News” or Big Traders?
by Jason Bodner February 28, 2023 Some things don’t add up. For instance, Adolph Hitler was nominated for the Nobel Peace prize in 1939. And now, after a massive run since last [...]
2-22-23: What Does an “Overbought” Market Mean?
by Jason Bodner February 22, 2023 At many points in our lives, we must ask ourselves, “Am I doing what is best for me?” But as creatures of habit, it’s easy to [...]
2-14-23: A Valentine’s Day Market Tip
by Jason Bodner February 14, 2023 If you’re stressed watching the market, you may want to hold a loved one’s hand, because studies show there are health benefits from holding hands with [...]
2-7-23: Emotions Drive the Market – But We Are Just Observant Passengers
by Jason Bodner February 7, 2023 If you’ve been reading my column for any length of time, you’ll know I love to start many columns with oddball facts. I’ve used offbeat factoids [...]
1-31-23: The News is Depressing – So Try to Ignore It
by Jason Bodner January 31, 2023 Let’s face it – the news is depressing. As I write, a scan of the news today (January 27) brought up the following cheery stories: Memphis [...]
1-24-23: The Economy is Slowing, But the Market is Forward-Looking
by Jason Bodner January 24, 2023 Cats are agile. Oil tankers are not. The United States, the largest economy in the world, is less like a cat and more like an oil-tanker. [...]
1-18-23: What’s New (So Far) in 2023
by Jason Bodner January 18, 2023 Markets were wild in 2022. It may feel similar so far in 2023, but the trend has changed under the surface. This is certainly the case [...]
1-10-23: Low-Volatility and Large Spreads: Who Could Like That?
by Jason Bodner January 10, 2023 With a New Year upon us, I’m going to give you a useful tip: Hydrate. A new study from the National Institutes of Health looked at [...]
1-4-23: The Best Way to Predict the Future is to Help Create It
by Jason Bodner January 3, 2023 Making predictions is tough. But the truth is – there’s little harm in making outlandish ones because predictions have a “positive selection” bias. That means our [...]