Archives: Mish's Daily

Yields Up, Dollar Up, Junk Bonds Tumble

Mish Schneider | April 1, 2024

As we start a new month, quarter, and week, I want to remind you how I concluded the weekend Daily:

“Narratives are not very meaningful if price says something different. We have seen narratives change on a dime as price …


The Economic Modern Family Ends Q1 Upright

Mish Schneider | March 31, 2024

The last time the Russell 2000 IWM closed out a month above the Bollinger Band we like to use, was in March 2021.

So, there is poetic justice to the anniversary date of the downtrend reversing to an uptrend exactly …


Last Night I Had a Crazy Dream-Swiss Franc

Mish Schneider | March 26, 2024

I imagine that you, like me, look forward to reading about the markets that are rarely covered.

For example, yesterday we looked at Truth Social (DJT), which rallied nearly 50% today. That might go down as the most fascinating stock …


DWAC Begins Trading Under DJT

Mish Schneider | March 25, 2024

As we might cover any new publicly traded stock, we wish to bring unbiased fundamental and technical analysis on DWAC-by tomorrow called DJT.

I cannot help but mention that the new symbol as former President’s Trump’s initials could be a …


Bonds Like Fed FOMC Days, But The Joy Fades Quickly

Geoff Bysshe | March 24, 2024

Rather than trying to outsmart how the Fed’s policy meetings will affect the markets in the future, why not just let the markets tell you how they feel?

The market’s message isn’t always obvious, and history isn’t a perfect guide, …


FOMC-Dovish or Hawkish or a Bit of Both?

Mish Schneider | March 20, 2024

The FED kept rates unchanged and essentially suggested 3 rate cuts on the table for 2024.

Both the commodities and equities markets took that as a sigh of relief.

SPY made new all-time highs and gold and gold miners flew.…


Ahead of the FED-Eyes on Long Bonds TLT

Mish Schneider | March 19, 2024

Over the weekend Geoff Bysshe wrote an Outlook.

“Long-Term Interest Rate Tipping Points

While most investors consider the level of interest rates to be the source of the “tipping points” that move stocks…

We’ve found that the velocity of interest …


Time to Short the Netflix Stock?

Mish Schneider | March 18, 2024

Consumer instinct is a wonderful attribute to have and generally talked about on companies’ stocks to buy.

What Is the “Consumer Instinct”? (From Plant Your Money Tree: A Guide to Growing Your Wealth)

“Peter Lynch is one of the most …


Can Gold Rally Further? Ask Silver and Gold Miners

Mish Schneider | March 17, 2024

This past week, silver, gold, and gold miners all rallied,

So did oil and sugar.

DBA, the agricultural ETF, made new all-time highs.

The water ETF PHO consolidated near the all-time highs.

In our “how do we see if inflation …


Water ETF on New All-Time Highs-Should We Worry?

Mish Schneider | March 13, 2024

In February this year, PHO the ETF Invesco Water Resources, surpassed the old high of around $61 set in December 2021.

On March 8th, 2024, PHO made a new all-time high at $65.12.

Should we worry when water-WATER-the most essential …