One Day Doth Not a Sector Rotation Make!

Mish Schneider | June 25, 2024

Over the weekend I wrote about the Economic Economic Modern Family.

Then Monday I focused on Biotechnology IBB, as a promising member of the Family to revive.

Today, as mentioned in several interviews yesterday, we need to see follow up …


Big Brother Biotechnology Sector Revives

Mish Schneider | June 24, 2024

Over the weekend as we looked at the entire Economic Economic Modern Family, we focused on Big Brother Biotechnology IBB as particularly intriguing.

We wrote:

“IBB sits just below the 200-WMA. Plus, he is in the middle of the weekly …


Weekly Visit with the Economic Modern Family

Mish Schneider | June 23, 2024

According to a poll conducted by CNBC, 56% of Americans said they believe the U.S. is in a recession.

GDP grew by 1.6% in the first quarter of 2024. That is a decelerated rate from the 3.3% growth of the …


Electricity is a Secondary Source

Mish Schneider | June 20, 2024


Original photograph

On June 10, 1752, almost exactly 272 years ago, Ben Franklin helped prove that lightning is a form of electricity that could be harnessed.

Fast forward to 2024, with electricity in high demand, we are looking at electricity …


South Africa-The ETF Rallies Big

Mish Schneider | June 18, 2024

South Africa is renowned for its developed and diversified mining industry.

We put the country ETF EZA on our radar as mining output has declined significantly since the 1970s due to various factors, including political issues, high costs, and labor …


Deep Dive into the US “Inside” Stock Market Sectors

Mish Schneider | June 17, 2024

We may be in the summer doldrums but underneath the surface things are not so dull.

Especially because we’re experiencing a historic bifurcation in the market.

Over the weekend I featured the Economic Economic Modern Family and how crucial price …


Weekly Update on the Economic Modern Family

Mish Schneider | June 16, 2024

This past week, we saw the Gordian Knot tied tighter.

As far as the events of the past week and fundamental news review-I am leaving that to my esteemed colleague Donn Goodman to cover in the content area of the …


Post-FOMC -What’s Next?

Mish Schneider | June 12, 2024

SUMMARY OF FED DECISION (Kobeissi Letter)

  • Fed leaves rates unchanged for 7th straight meeting
  • Officials raise 2024 inflation forecast from 2.4% to 2.6%
  • Median forecasts shows just 1 rate cut in 2024
  • Median forecast shows 100 bps of rate cuts

  • The Vanity Trade-Two Trade Ideas

    Mish Schneider | June 11, 2024

    Yesterday’s Daily mused about what will untie the Gordian Knot holding back the market from either crashing or rallying.

    While we wait, it feels like a great time to plan for future trades.

    I have been all over the “Vanity” …


    What Unties the Market’s Gordian Knot?

    Mish Schneider | June 10, 2024

    A Gordian Knot comes from Greece during Alexander the Great’s march.

    It has become a metaphor for a problem solvable only by bold action.

    Every investor is waiting for the next stat and the next stat.
    Each one is perceived …