Sector Mail Archive
9-3-25: Things Aren’t Always What They Seem
by Jason Bodner September 3, 2025 A polar bear’s skin is black, but its fur is clear. The reason we perceive a polar bear as white is because its transparent hairs scatter [...]
8-26-25: The Market Finds Its Voice at Jackson Hole
by Jason Bodner August 26, 2025 Ever since the Kansas City Federal Reserve began holding its annual Jackson Hole symposium in 1982, markets have often used the central bankers’ words there as [...]
8-12-25: Volatility Season Has Officially Begun
by Jason Bodner August 12, 2025 August has been volatile and uneven so far, but that is no surprise: Since 1990, August and September have been the two-worst performing months for the [...]
8-5-25: August Should Be for Vacations, Not Volatility
by Jason Bodner August 5, 2025 In Florida, school starts in early August. That’s weeks before most kids in the Northeast sharpen their pencils or pick out their first-day outfits. And frankly, [...]
7-22-25: Making Time “Slow Down” in a Fast-Moving Market
by Jason Bodner July 22, 2025 I wonder… if the average lifespan of a housefly is only two weeks, does that feel like a lifetime to them? According to scientists, animals experience [...]
7-15-25: Is The World Speeding Up or Slowing Down? (That Depends…)
by Jason Bodner July 15, 2025 The earth’s rotation has been slowing gradually over eons. In fact, 250-million years ago, dinosaurs had a 23-hour day. That’s because days are getting longer by [...]
7-8-25: How Overbought is this Market? (And Does it Matter?)
by Jason Bodner July 8, 2025 “We suffer more in imagination than in reality.” – Seneca, the Roman Philosopher This insight rings true across the centuries, and it continues to resonate today. [...]
7-1-25: Don’t Make My Early Mistake – Selling too Soon
by Jason Bodner July 1, 2025 “The big money is made by the sittin’ and the waitin’ — not the thinking.” – Jesse Livermore How does one become a successful investor? One [...]
6-24-25: Inside Our “Core Capsule,” the Market Weather is Beautiful
by Jason Bodner June 24, 2025 I’m a nerd. I love science, math, and numbers. That statement probably makes many readers cringe, but I’m proud of it. This may explain why one [...]
6-17-25: How Has the Market Reacted to Recent Middle Eastern Wars?
by Jason Bodner June 17, 2025 The Middle East is geographically at the crossroads of Asia, Africa, and Europe. Conflicts in that region go back to the dawn of human civilization. It [...]
6-10-25: The Road to Wealth is Often Rocky
by Jason Bodner June 10, 2025 The first roads were made by animals. Eons ago, animals like dinosaurs, and then mammoths, walked over the same areas repeatedly. These paths eventually turned into [...]
6-3-25: Turn Up the Quiet
by Jason Bodner June 3, 2025 Imagine what life was like thousands of years ago. The usual depiction is struggle; visceral survival ruled prehistoric life. But I also imagine how wonderfully quiet [...]