Earnings, Inflation, Yield Curve & July Reset-Video

Mish Schneider | July 6, 2023

Mish appeared on Yahoo Finance this morning with Brad Smith and Diane King Hall as a contributor/guest host.

Topics covered:

Jobs Report
Yield Curve and the Fed
Tech and AI
Earnings Season
Inflation and impact on consumer
Technical indicators to …


Sell in July and Go Away? Calendar Range Reset

Mish Schneider | July 5, 2023

One of the most interesting things about July in the market is the biannual reset of the 6-month calendar range.

Here is a chart of the NASDAQ 100 with the January 6-month calendar range drawn in.

To clarify, it is …


A Glimpse at the Next 6 Months in the Markets

Mish Schneider | July 2, 2023

With last week's strong economic stats and inflation basically flatlined, many believe there will be a soft landing and no recession.

However, there are stats that say with the yield curve so inverted (most since 1983), recession can and probably …


U.S. Oil Reserves Drop to 40 Year Lows

Mish Schneider | June 28, 2023

On June 12th, Goldman Sachs came out stating how bearish they are on oil.

I wrote a Daily about it on June 20th:

Bearish at the Bottom-Institutions Wrong on Oil

Not uncommon for me to stick my neck out and …


What A Healthy Correction in Energy Looks Like

Mish Schneider | June 27, 2023

An interesting article based on cycles and commodities versus stocks suggests that over the past 90 years, stocks have outperformed commodities by 4 to 1.

Within those 90 years though, there are times that commodities outperform stocks, generally for about …


Do Not Get Bearish While Transportation Leads

Mish Schneider | June 26, 2023

What we know for sure, is that the demand side of the U.S. Economy, as seen through the lens of the transportation sector, is holding up.

IYT AI generated here, is the ETF for things that move and carry people …


Complete Trader: Macro to Micro and Top Picks Live

Mish Schneider | June 23, 2023

Once a month, I do a coaching session for our members of the Complete Trader, a MarketGauge comprehensive product for the discretionary trader.

During the 45-minute session, I cover EVERYTHING!

  • The Economic Modern Family
  • The Indices
  • The Big View Risk

  • Granny Retail a Big Barometer-Video Analysis

    Mish Schneider | June 22, 2023

    It was a great day to sit down and talk to Dale Pinkert of FACE Live Market Analysis & Interviews.

    And we covered a lot of ground.

  • BoE interest rate cut
  • Inflation, Recession or Stagflation
  • Commodities-grains, metals, industrial metals
  • The

  • Is Cannabis Finally Low Enough to Go High?

    Mish Schneider | June 21, 2023

    Wednesday, we began to see a separation between what Chairman of the Fed Powell said on fighting inflation, and the inflation indicators themselves.

    Food commodities, particularly grains, soared. Weather is the dominant factor as we head into the summer season.…


    Bearish at the Bottom-Institutions Wrong on Oil

    Mish Schneider | June 20, 2023

    On June 12th, Goldman Sachs came out with this:

    Goldman Sachs has slashed its forecast for oil prices by nearly 10%, citing weak demand in China and a glut of supply from sanctioned countries, including Russia.

    What the big institutional …