Archives: Mish's Daily

Emerging Markets Versus U.S. Markets

Mish Schneider | December 3, 2023

While December 1st brought out the bulls in nearly EVERYTHING, one area caught our attention.

In December 2019 I saw a similar chart showing an unsustainable ratio between equities and commodities which started me on the notion that something had …

Skepticism Over the OPEC + Oil Cuts

Mish Schneider | November 30, 2023

Despite the total cuts by all countries added at the November 30th OPEC+ meeting, oil sold off testing key support.

Countries like Angola have threatened not to stick to the new quota, promising to produce above target.

Meanwhile, Brazil confirmed …

Big View Slaps Bulls with Warnings

Mish Schneider | November 28, 2023

Monday after the close, some warnings signs from our risk gauges popped up.

These are especially interesting given the number of bulls and the amount of money coming into the market.

Technically, we still have the resistance that has not …

Economic Modern Family-Home for the Holidays Part 2

Mish Schneider | November 27, 2023

Over the weekend I covered small caps, retail, semiconductors and transportation.

The conclusion was “If you put these four charts all together, we get a reunion that is filled with the makings of a family breakdown.

While Granny XRT and …

Economic Modern Family-Home for the Holidays

Mish Schneider | November 23, 2023

In the 1995 film, Home for the Holidays, family reunions are explored.

Using both drama and comedy, the film illustrates how we outsiders looking in never really know the love and the madness that goes on inside family’s homes during …

Equity and Inflation Outlook-Watch the Video

Mish Schneider | November 20, 2023

Monday the 20th, I did 2 interviews.

One with clip below is from Yahoo Finance where we focus on oil and ag commodities.

The second interview is the Daily Briefing with Maggie Lake on Real Vision.

This chart is featured …

Recap and Action Plan: Small Caps, Beans, Oil

Mish Schneider | November 19, 2023

Since we came back from vacation, I wrote 3 Daily’s.

The first one was on the Economic Modern Family and how it opened its loving arms to the bulls.

I was particularly keen on small caps or the Russell 2000 …

Oil the New Gold-Buy When There’s Blood in the Street

Mish Schneider | November 16, 2023

Weaker labor market, manufacturing production slowing, new home prices falling and crude oil inventories rising more than expected are all to blame for the big drop in oil prices.

US also eased sanctions on Venezuelan oil.

That’s the nature of …

Soybeans Could be the Next Parabolic Runner

Mish Schneider | November 15, 2023

Brazil planted a record soybean crop only to see unusually dry and hot weather create concerns for the harvest.

Furthermore, Argentina had an extreme shortfall of soybean meal crops.

Meanwhile, the USDA numbers were bearish for corn and soybeans as …

Stock Market Welcomes Us Home in a Big Way

Mish Schneider | November 14, 2023

The Economic Modern Family has opened its loving arms to the bulls and to us after our 2 weeks away.

Beginning with IWM or Granddad Russell 2000, Monday began with a gap up over the 50-DMA (blue).

We will watch …