Mish's Daily Archives | Page 26 of 388

Besides All-Time Highs, What’s in DBAs Basket?

Mish Schneider | March 11, 2024

Not the first time I have given readers this list of leading indicators to watch for a potential rise in inflation:

Last week we focused on sugar.

For the weekend, we focused on silver.

The dollar, also on the list, …

Silver is Also a Precious Metal

Mish Schneider | March 10, 2024

Not the first time I have given readers this list of leading indicators to watch for a potential rise in inflation:

Silver-and if it can begin to outperform gold

Oil, if spikes over $80 a barrel

Sugar, if even with

…

Update on Sugar Futures

Mish Schneider | March 6, 2024

The one caveat to a sustained equities rally, especially after relatively dovish statements by Powell, is the return of inflation.

This could happen because of:

Supply chain and geopolitics

Government debt and interest on debt

Government spending

Weather

A softening

…

The Long Bonds Could Tell HODLers a Story

Mish Schneider | March 5, 2024

Long bonds could be ready to rally closer to 102 as the big test at around 92 held-this means that:

The market anticipates softer yields.

The market at least feels that the rates have peaked unless we see a huge

…

The One That Got Away, Or Has It? Microsoft

Mish Schneider | March 4, 2024

Over the weekend I mentioned how on Valentine’s Day, I talked with Jon Erlichman of Bloomberg about what tradeable instrument I would date and which one I would marry.

He also asked me, to comment on which instrument I believed …

COINBASE-Are We Still Dating?

Mish Schneider | March 3, 2024

On Valentine’s Day, I talked with Jon Erlichman of Bloomberg about what tradeable instrument I would date and which one I would marry.

For the record, I said I would marry silver.

Lo and behold, silver perked up on Friday …

As Oil Test $80, What About Natural Gas?

Mish Schneider | February 29, 2024

Natural gas prices could be bottoming.

From October 9th, 2023, when prices in futures traded at 3.325 until February 20, 2024, when prices troughed at 1.60, natural gas prices fell nearly 60%.

Plus, nat gas is at the lowest price …

4 of the 6 Economic Modern Family Members Trending

Mish Schneider | February 27, 2024

MarketGauge has several quantitative trading models.

We use our own proprietary indicator to rank the strongest performers in all the models.

This model is our Sector Rotation Portfolio with conservative risk parameters.

The top TSI ranking sector is and remains …

Is Granny Retail Set-up for Further Gains?

Mish Schneider | February 26, 2024

November 15, 2021, Granny Retail XRT made a new all-time high at 104.31.

Currently, with SPY DIA QQQ and many other tech stocks making new all-time highs, XRT remains stronger now than in recent times, but quite far from the …