Sector Mail Archive
4-15-25: Probability is Harder to Track During this New “Age of Uncertainty”
by Jason Bodner April 15, 2025 Uncertainty was once left to fate, divine will, or simple luck. But in the 16th century, Gerolamo Cardano—a mathematician, physician, and gambler—applied logic and numbers to [...]
4-8-25: The Tariffs Will…Anyone? Anyone?… Raise or Lower Revenue?
by Jason Bodner April 8, 2025 There was a classic scene from the 1986 movie Ferris Bueller’s Day Off, in which the high school teacher (played by economist Ben Stein) was talking [...]
4-1-25: Did Margin Debt Fuel This March Market Madness?
by Jason Bodner April 1, 2025 “Upon us all a little rain must fall.” - from Led Zeppelin’s The Rain Song. April begins today, and there are songs about “April Showers” as [...]
3-25-25: Some Good News and Bad News About This Correction
by Jason Bodner March 25, 2025 A kid says to his mom: “Ma? I have some good news and bad news.” Mom says: “Give me the bad news first.” Kid: “I took [...]
3-18-25: When (Precisely) Will This Market Stop Collapsing?
by Jason Bodner March 18, 2025 If I were to use “click bait,” I could headline this piece, “WHY THE MARKET IS COLLAPSING -- AND THE EXACT DAY IT WILL END, from [...]
3-11-25: Are We in the Midst of a Bubble Mania (the Madness of Crowds)?
by Jason Bodner March 11, 2025 In 1841, Charles Mackay wrote “Extraordinary Popular Delusions and the Madness of Crowds,” a thick read, but important in understanding the human mind’s approach to investing. [...]
3-4-25: March – A New Month That is Almost Like a New Year!
by Jason Bodner March 4, 2025 It’s March! Happy New Year – if you were born before 45 B.C. March was the first month of the year before the Roman calendar was [...]