Archives: Mish's Daily

Economic Modern Family-The Good, Bad and Ugly

Mish Schneider | September 8, 2024

Is September scaring you enough?

After all, the month started out shaky and ended the first week worse than it began.

Does this mean we are headed for a much bigger fall?

Some analysts are saying that we can expect …


Is the Market Over the Hump?

Mish Schneider | September 4, 2024

Yesterday, we talked about exercising caution when trading on adages.

Plus, we warned you to be careful not to become too extreme in sentiment.

Then, I pointed out how the “inside” sectors were outperforming and perhaps suggesting things aren’t as …


Market Does a Turnaround Tuesday to Start September

Mish Schneider | September 3, 2024

By now I am sure you have heard how horrible September usually is for the markets.

Indeed, the start of September looks a lot worse than it did at the end of August.

Nonetheless, be careful trading on adages.

And …


Market Thoughts This Labor Day Weekend

Mish Schneider | September 1, 2024

Each week (sometimes more often) I write notes for the various producers in the media.

For this long weekend, I am offering them to you as food for thought.

In the overall macro theme, I am sticking to this for …


Economics: Supply and Demand in the EV Market

Mish Schneider | August 28, 2024

Those of you who read my predictions know that I am long term bullish in alternative energy and in electric vehicles.

Looking domestically, recent price cuts in EVs have spurred new buyers.

According to Bloomberg, a growing trend across the …


Granny Retail XRT-Follow the Breakout

Mish Schneider | August 27, 2024

In the Economic Modern Family, the most interesting sector is Retail XRT.

After the strong consumer confidence, the ETF looks like a move over July highs should be followed.

The “vanity” trade continues to sit in dormancy, but LLY is …


After 3 Weeks of Market Rally, Now What?

Mish Schneider | August 26, 2024

The lazy days of summer have been anything but lazy.

The last 3 weeks, the Economic Modern Family has gone Outward Bound.

Now that we are in the last week of August, what do the weekly charts tell us?

Has …


Did Granny Retail and Buffett Save the Equities Market?

Mish Schneider | August 15, 2024

Yesterday we tried to make it easy for you.

Our dear Granny Retail XRT told us a lot after the economic data already out earlier in the week (CPI PPI), and then the retail sales and earnings reports that came …


The Market Has Come Down to These Key Sectors

Mish Schneider | August 14, 2024

Let’s make this real easy.

After inflation data, speculation on the next moves from the FED, fears of recession, calls for soft landing and so forth and so on, I want, no crave, simplicity.

Calling on my Economic Modern Family, …


When Markets Exhibit a Lack of Clarity, That’s Clarity

Mish Schneider | August 13, 2024

Here are my most recent overall thoughts:

We are exercising caution as the growth stocks and SPY are in warning phases, well below their July calendar ranges and with momentum showing some mean reversion but not enough momentum to get …