Focus on Big Brother Biotechnology IBB

Mish Schneider | June 2, 2025

As of the latest data available, the top three holdings in the iShares Biotechnology ETF (IBB) are: 

  • Gilead Sciences, Inc. (GILD)  
  • Amgen Inc. (AMGN)  
  • Vertex Pharmaceuticals Inc. (VRTX)  
  • These three companies collectively represent approximately 25.68% of the ETF's total assets.  …


    Granny Retail Takes the Lead XRT?

    Mish Schneider | June 1, 2025

    While the tech sector tries to lead, as you can clearly see SMH or Sister Semiconductors is trying hard to hold onto the 50-week moving average and must hang in there. 

    I am thrilled that Granny Retail XRT has taken …


    Uranium Peaked in 2011: What’s Next?

    Mish Schneider | May 28, 2025

    I am back from the break, but before I took off, I bought URA at $20.  

    A great trade, now it is time to think about what is next for uranium and energy in general. 

    There is a lot more …


    The Increasing Buzz About Cannabis

    Mish Schneider | May 5, 2025

    There have been lots of headlines about cannabis lately. 

    From the bipartisan support in government, to states looking to legalize at least for medical, to Mexico having a pro canna protest, the buzz leans towards a change in the law. …


    Market Pulse: The Family and the Fed — Reading Between the Lines

    Mish Schneider | May 4, 2025

    Is the market trusting the Fed or fading it? 

    This week offered a revealing look at how different sectors are interpreting the Federal Reserve's tone.  

    With JOLTS data showing a labor market cooling and inflation still hovering above comfort levels, …


    Earnings, MAG7, and Technology Sector

    Mish Schneider | April 30, 2025

    Nivida gets a downgrade. 

    Super Micro Computer Inc. crashes on weaker earnings. 

    Amazon is in the political crosshairs on tariffs.   

    Apple turns to India to assemble iPhones.  

    MSFT, META, QCOM, KLAC, EQIX, CP, AFL, ALL, MET, PSA, CCI, and HOOD …


    Is the Consumer Sector Trying to Bottom?

    Mish Schneider | April 29, 2025

    On April 28th, I sat down with Maggie Lake on her show, Maggie Lake Talking Markets. 

    While we covered a lot of topics on my mind lately, the consumer is the ultimate test on the next market and economic direction. …


    Deep Dive into Semiconductors SMH

    Mish Schneider | April 28, 2025

    The semiconductor sector is a huge piece of the what-happens-next puzzle. 

    Those who know me know that I have talked a lot about the end of the bullish cycle in tech and many tech stocks since July 2024. 

    I rarely …


    The Economic Modern Family’s Got Their Story

    Mish Schneider | April 27, 2025

    This past week I wrote a lot about the relationship between silver, gold, bonds, the dollar and S&P 500. 

    I also spoke in the media about those relationships as they are key right now to ascertain whether we are remaining …


    Update on the Gold to Silver Ratio and Silver ETF

    Mish Schneider | April 23, 2025

    The Tuesday Daily was about as timely as possible. 

    Here are some quotes from the piece 

    “When asked about buying gold here, after years of consistently talking about the bullish case for it, I answer the same way- 

    I am …