Year of the Dragon-Will Vietnam ETF Breathe Fire?

Mish Schneider | February 12, 2024

Along with China and Asian countries celebrating the Lunar New Year, the Vietnam market has been closed since February 8th.

The HOSE (Ho Chi Minh Stock Exchange) opens again this Thursday the 15th.

Since 2024 began, the index VN is …


How Will We Know When the Rally is Over?

Mish Schneider | February 11, 2024

I first became interested in junk bonds right before COVID hit in January 2020.

Note the price at the time of HYG was around 88.50.

Since HYG represents high yield/high debt companies that pay well in a risk on environment, …


Has the Solar ETF TAN Bottomed?

Mish Schneider | February 7, 2024

Here is my post on X as of Tuesday:

Here is a thought from my Outlook 2024-

Environment - Solar stocks did not have a good 2023. For 2024, we are watching First Solar ($FSLR), and the ETF Invesco Solar …


The Transportation Sector Has a Story to Tell

Mish Schneider | February 5, 2024

Over the weekend I wrote about small caps and retail or the Granny and Gramps of the Economic Economic Modern Family.

The third “inside sector” of the US economy is transportation.

IYT is also a member of the Family and …


Is Higher-For-Longer So Bad for Investors?

Mish Schneider | February 4, 2024

We woke up Friday morning to a huge surprise with the jobs report coming out much stronger than expected.

As the Federal Reserve looks closely at this number to help determine monetary policy, the initial reaction was fear of higher …


Post Tech Earnings & FOMC-Give Retail Investors Credit

Mish Schneider | January 31, 2024

Although Microsoft and Alphabet Inc reported better than expected earnings, after hours and then with follow-up during the trading session, sellers came out to lock in gains or perhaps go short.

After all, tech has done much of the market’s …


Higher Gold Coming, But Patience Investors

Mish Schneider | January 30, 2024

For today, I am reprinting an interview I did for Kitco News with Neils Christensen, written by Neils.

(Kitco News) - The gold market remains in a solid holding pattern as it waits for some direction from the Federal Reserve, …


A Word and A Chart About and On Alibaba

Mish Schneider | January 29, 2024

Alibaba.com is one of the world’s largest wholesale marketplaces.

To be honest, I had never gone to their website until today, even though we bought shares in BABA 2 weeks ago.

So, in case you are like me and have …


Inflation Fell to the Fed’s Target-Or is That a Moving Target?

Mish Schneider | January 28, 2024

Friday the market woke up to great news.

Mission accomplished on inflation.

Yahoo Finance reported: “The Fed's preferred inflation measure — a "core" Personal Consumption Expenditures index that excludes volatile food and energy prices — clocked in at 2.9% for …


Remember Those 3 Signs of Inflation to Watch?

Mish Schneider | January 24, 2024

As a follow up to a Daily I wrote on January 7th called: Super Cycles Do Not Just Fade Away, yesterday’s January 23rd Daily was all about one of the 3 indicators that can get us prepared for more inflation.…