Sector Mail Archive
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 [...]
2-25-25: A Mid-Quarter S&P Sector Review
by Jason Bodner February 25, 2025 Most of the country is currently in a deep freeze – except south Florida, where I live. Sorry about that! But February in the southern-hemisphere is [...]
2-19-25: The Market is Embracing Change … So Far
by Jason Bodner February 19, 2025 Trump 2.0 is just 30-days old today, yet it feels like a lifetime – for many. Daily headlines can seem both unsettling and challenging, on many [...]
2-11-25: Don’t Fall Victim to “Recency Bias” (Take a History Pill)
by Jason Bodner February 11, 2025 Remember the tech crash of 2025? The one where Nvidia (I own personally and in managed accounts) fell almost 17% in a day? It was the [...]
1-28-25: Catch a Wave and You’re Sitting on Top of the World
by Jason Bodner January 28, 2025 In December 2004, I was in Thailand on vacation with my wife and 3-month-old son. Then the unthinkable happened. The Boxing Day Tsunami hit, killing over [...]