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 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 …


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 Economic Modern Family has gone Outward Bound.

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


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 Economic Modern …


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 …


Gold Over $2500 an Ounce-Hello Miners

Mish Schneider | August 12, 2024

Hedge funds are the most bearish on commodities prices in at least 13 years as fears of a deeper economic slowdown cast doubts on demand for everything from crude oil to metals and grains, according to a report by Bloomberg…


Economic Modern Family-Where Are They Now?

Mish Schneider | August 11, 2024

Did this past week really resolve which way the Economic Modern Family wants to go from here?

In some ways yes and other ways no.

Yes

  • All are still holding their 50-week moving averages
  • Semiconductors remain in a bullish phase

  • Investors Should Watch High Yield Debt Right Now

    Mish Schneider | August 7, 2024

    I wrote about long bonds TLT starting in June and how they could be the next big trade.

    They were, but for a week or so only at this point.

    The reasoning was that high yields would start to come …


    Vietnam Has a Compelling Technical Pattern

    Mish Schneider | August 6, 2024

    In 2023, one of our best callouts and profitable swing trade, was buying the Vietnam ETF (VNM) on the lows and riding it to its peak in September 2023.

    We did a hold a tail though into the correction and …