Small Caps-The Win? Retail-The Maybe?

Mish Schneider | November 6, 2024

You all know how focused I am on the Granddad and Grandmother of my Economic Modern Family.

And, while SPY and NASDAQ soared to new highs, the Russell 2000 IWM and Retail XRT performed well, but not near new all-time …


TA Monday: Is the ARKK Fund Ready to Play Nice?

Mish Schneider | October 28, 2024

Considering the bull market of 2024, Cathie Wood’s ARKK fund (she has 6 ETFs) over 2 years and a lot of sideways price action, could now be a potential player.

Remember, ARKK peaked in 2021 at 159.70.

Then ARKK crashed …


Stock and Commodity Market Thoughts

Mish Schneider | October 24, 2024

When I am asked to do an interview on the media, the producer(s) ask for my notes on market conditions.

As I will appear at 9 PM ET on CNBC Asia First in Singapore, here are the comments I sent …


First Gold, Silver, Maybe Sugar, and Now Soybeans?

Mish Schneider | October 23, 2024

If this is truly shaping up to be a time for commodities, especially ones undervalued, then let’s expand beyond gold and silver.

Don’t get me wrong.

I see more upside in both metals.

Remember my trifecta of inflation indicators?

  • Silver

  • Turnaround Tuesday: Junk Bonds Flash Caution

    Mish Schneider | October 22, 2024

    Since the end of 2023 and throughout most of 2024, the high yield, high debt bonds have been on a tear.

    However, the party could be over.

    Could be.

    I follow the junk bonds closely, as they literally told us …


    Can Biotechnology Make a Seasonal Move Higher?

    Mish Schneider | October 21, 2024

    I have commented but not focused too much on our Big Brother Biotechnology, IBB.

    My weekend comments were, “IBB remains stuck in its weekly trading range. Remember, the longer the range sustains, the better the move out of it tends …


    Did the Economic Modern Family Really Go Anywhere?

    Mish Schneider | October 20, 2024

    Here is the Economic Modern Family ringing the bell at the NYSE!

    I feel like there is so much to talk about, that at the end of the day (week), the talking points matter little compared to the weekly charts …


    Hump Wednesday: Fresh Look at Long Bonds TLT

    Mish Schneider | October 16, 2024

    Are long bonds and interest rates the current political football?

    Sure seems that way considering all the FED talk and comments by Trump on rates and Jerome Powell.

    The last couple of days, after rising yields and a big drop …


    Technical Monday: Time to Strike a Match?

    Mish Schneider | October 14, 2024

    From a consumer instinct perspective, I still here about couples hooking up for a permanent union through Match.com.

    Match has been under pressure since its peak in 2021.

    Activist investors have been pushing for changes post-pandemic.

    According to Zachs, “On …


    Is Investing in China Like Investing in the U.S. Circa 1950s?

    Mish Schneider | October 13, 2024

    China-the US has tried to sanction the country into irreparable hardship.

    But China moves along regardless.

    China has shifted gears to increase domestic production.

    Huawei is one example of a company that sanctions left practically bankrupt, that now has soaring …