Sector Mail Archive
This is where you can find all of our Sector Mail articles from Jason Bodner.
6-23-26: Seismic Market Changes Can Seem Boring (at First)
by Jason Bodner June 23, 2026 In 1956, a trucking entrepreneur named Malcolm McLean loaded 58-metal boxes onto a converted tanker in Newark and sailed them to Houston. Nobody got excited about [...]
6-16-26: Elon Musk’s Wealth Soars “To Infinity and Beyond”
by Jason Bodner June 16, 2026 Last Friday, Elon Musk became the world’s first trillionaire. Pause on that number for a second. For most of financial history, a billion dollars was an [...]
6-9-26: When Sidelined Cash Goes Looking for a Home
by Jason Bodner June 9, 2026 On June 20, 1815, Nathan Mayer Rothschild knew Napoleon had lost at Waterloo a full 24-hours before anyone else in London. His private courier system, partly [...]
6-2-26: The Quietest Signals Often Have the Loudest Impact
by Jason Bodner June 2, 2026 In 1620, an English physician named Robert Burton published The Anatomy of Melancholy, a 1,400-page book about depression. One passing observation in it changed economics forever. [...]
5-27-26: The IPO That Tells You What Comes Next
by Jason Bodner May 27, 2026 “We do not want humans to have the same fate as dinosaurs.” That is not from a science fiction novel. It is from the S-1 filing [...]
5-19-26: Headlines Scream, While Money Flows Whisper
by Jason Bodner May 19, 2026 The Coelacanth is a fish declared to have gone extinct some 66-million years ago. Then, in 1938, a fisherman pulled one out of the Indian Ocean. [...]
5-12-26: When the Tide Turns This Fast, Pay Attention
by Jason Bodner Mat 12, 2026 Sunlight takes 8-minutes and 20-seconds to reach Earth, as photons cross 93-million miles of vacuum, smash into the atmosphere and create a new morning. Most of [...]
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 [...]