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 …


XRP for Boomers

Mish Schneider | March 12, 2024

According to data, XRP saw a significant 15% spike in its price over the last 24 hours.

The price gain was met with a more than 250% growth in its daily trading volume.

Could this recent rally rest solely on …


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