Sector Mail Archive
This is where you can find all of our Sector Mail articles from Jason Bodner.
2-19-20: The Role of Repetition in Markets and Music
by Jason Bodner February 19, 2020 Did you ever notice that people like things that are predictable and repeatable? We love routines. We love knowing what’s coming next, and we don’t generally [...]
2-11-20: The 5% Correction Was Over in a Flash. What’s Next?
by Jason Bodner February 11, 2020 The same fact presented from different sources can have outrageously different results. Like back in ’99 when Czech Prime Minister Milos Zeman defended his smoking habit. He [...]
2-4-20: The Much-Awaited Pullback Has Arrived
By Jason Bodner February 4, 2020 I’ve been warning of a market pullback in the second half of January for many weeks now. I felt that the January Effect would lose steam. [...]
1-28-20: Is This the First Shot of the Long-Awaited Correction?
by Jason Bodner January 28, 2020 In 2014, the London cabbies were upset. Uber was muscling in on their territory, so 4,000 cab drivers protested and ground parts of London to a [...]
1-22-20: A Bull Market Can Fuel Dreams…or Nightmares
January 22, 2020 I remember how much I loved the original movie, “Willy Wonka and the Chocolate Factory,” starring Gene Wilder. Seeing it as a child, it simultaneously fueled my imagination and [...]
1-14-20: The Four Kinds of Market Bets
January 14, 2020 I had never played poker before, but my college roommates invited me to their poker game anyway. Maybe they needed an easy mark. What I lacked in skill was [...]
1.7.20: New Year’s Days (and Most Monthly Indicators) Are Meaningless
January 7, 2020 I asked my 15-year old son how he felt on New Year’s Day. In teenage blasé, he said: “Earth just completed another orbit around the sun. Yea.” That’s my [...]
12.31.19: When Inertia is Strong Enough, Even Shrimps Can Boil Water
December 31, 2019 I bet you didn’t know that some shrimps can boil water. In a flip-flop from humans boiling shrimp, the mantis shrimp can swing its claw so fast that it [...]
12.24.19: What the Market’s “Buried” Information is Telling Us Now
December 24, 2019 Information doesn’t always say what you think it says. Did you know that Chicago’s “Windy City” nickname has nothing to do with the weather? It came from 19th century [...]
12.17.19: Is the Big Money Always Smart?
December 17, 2019 We usually trust big institutions to make smart choices. Big institutions, like big governments. We place immense trust in them knowing what they’re doing, but just because they’re big [...]
12.10.19: Is the Market, Like a Banana, Getting Over-Ripe?
December 10, 2019 Art confuses me. Complex drawings sell for fifty bucks, and blank canvases for tens-of-thousands. Case in point: At Art Basel in Miami last week, a banana duct-taped to the [...]
12.3.19: Noise & Flashing Lights Can Turn Investing into Gambling
December 3, 2019 Check this out: Researchers taught rats how to gamble. These rats soon learned to “play it safe” in order to maximize their winnings. They were focused winner-rats! Then, the [...]