SOTU: Not-so-Subtle Implications For the Market

Mish Schneider | February 12, 2023

Written by Michele Schneider

This week’s State of the Union Address (SOTU) was filled with evidence of inflationary pressures that will keep inflation burning because…

Once ignited, inflation is like a wildfire capable of continuing to burn under the surface …


2-Year Business Cycles Matter in Commodities

Mish Schneider | February 8, 2023

Written by Michele Schneider

This week we have featured the 23-month moving average or 2-year business cycle and its significance to the indices.

Particularly when speaking about the S&P 500, we wrote:

There was a bullish run in 2021 based …


2-Year Business Cycles Matter in This Market

Mish Schneider | February 7, 2023

Written by Michele Schneider

Some of you might have already heard us speak about the monthly moving averages or have read our commentary about their significance.

Monday we asked, “What if the trading range top at 4200 we have been …


Price Reversals from Recent Highs in Stocks

Mish Schneider | February 6, 2023

Written by Michele Schneider

What if the trading range top at 4200 we have been calling for in the S&P 500 turns out as—the top?

Certainly we can make a case for it given higher yields, strong dollar, geopolitical stress, …


Stock Market Stuck with a Plethora of Mixed Signals

Mish Schneider | February 5, 2023

Written by Michele Schneider

If you are having a hard time figuring out the market’s next moves:

  • Think trading range-
    • the 2023 Outlook spells out reasons for a 1000-point trading range potential in the SPY from 3200-4200.
    • We are adding

  • The Labor Market and the Stock Market

    Mish Schneider | February 1, 2023

    Written by Michele Schneider

    By the time you read this, the buzz of what the Fed did and Powell’s presser will be over..at least for the day.

    We will not repeat the obvious.

    What we are way more focused on …


    What are the Equities Market’s Positive Signs?

    Mish Schneider | January 31, 2023

    Written by Michele Schneider

    Monday, the Daily covered some of the warning signs, particularly in the Regional Banks and Transportation sectors.

    We ended the Daily by writing this:

    “Transportation and Regional Banks make up nearly 1/3 of the Economic Modern …


    What are the Equities Market’s Warning Signs?

    Mish Schneider | January 30, 2023

    Written by Michele Schneider

    Nearly every member of Mish’s Modern Family  improved last week, with the Russell 2000 IWM, Transportation IYT, Semiconductors SMH Retail XRT all putting in Golden Crosses on their daily charts.

    Except for Regional Banks KRE.

    Risk …


    Inflation, What Inflation?

    Mish Schneider | January 29, 2023

    Written by Michele Schneider

    We typically have a song or two in my head. After all, watching ticks is musical and has a lot of different beats.

    And typically, those songs turn into parodies.

    For this past week, the first …


    Not Invested in Precious Metals Yet?

    Mish Schneider | January 25, 2023

    Written by Michele Schneider

    I personally started out this year saying that to date, gold has been sold on strength and bought on weakness. And that the day strength is bought is the day we begin a much bigger rally.…