Sector Mail Archive
This is where you can find all of our Sector Mail articles from Jason Bodner.
5-5-26: Rare Earth Minerals Better Become Less Rare…Fast
by Jason Bodner May 5, 2026 Let’s go back to our old high school chemistry class for a minute... Neodymium is number 60 on the periodic table. Discovered in 1885, it is [...]
4-28-26: Did You Get the Memo…About AI?
by Jason Bodner April 28, 2026 No, I’m not talking about TPS reports, from “Office Space,” pictured below, but my memo about “AI”… Let me explain... Everyone is talking about data-centers, as [...]
4-21-26: AI Infrastructure Just Surged… Here’s Why
by Jason Bodner April 21, 2026 A single modern AI data-center consumes 80,000 American homes’ worth of electricity, and Meta is building a data-center in Louisiana needing more power than the entire [...]
4-14-26: “Big Money” Buying Suddenly Revived Last Week
by Jason Bodner April 14, 2026 Octopi have three-hearts. Two-hearts pump blood to the gills. One-pumps it to the rest of the body. When they swim, the main heart actually stops beating, [...]
4-7-26: Some Important New Market Signals Emerging Beneath the Surface
by Jason Bodner April 7, 2026 Astronomers recently witnessed something extraordinary. Roughly 130-million light-years away from us, two neutron stars spiraled toward each other in a slow, inevitable collision. What made it [...]
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 [...]