What Are the Corporate Bond Markets Telling Us?

Mish Schneider | July 11, 2022

Written by Mish

The two bond ETFs we've highlighted suggest something is brewing in the corporate credit market. Keep an eye on these two corporate bonds ETFs to stay ahead of the curve in the stock market.

Maybe you've heard …


MarketGauge's Forecast: Profitable Investments During Stagflation

Mish Schneider | July 10, 2022

Written by Mish

At MarketGauge, we believe we are in a stagflation period that could last six months to three years. Nevertheless, we continue to find profitable investments in this new regime.

Some of our forecasting can be traced directly …


Dislocation-Fundamentals Versus Price in Natural Gas

Mish Schneider | July 6, 2022

Written by Mish

Global demand for natural gas continues to skyrocket in the wake of Russia's invasion of Ukraine.

Over the last year, demand for LNG has risen incredibly, as have LNG stockpiles. The United States is competing with Australia …


Did ARKK Bottom?

Mish Schneider | July 5, 2022

ARKK may be the most extraordinary example of sheer brilliance and horrific money management combined.

We all watched ARKK fly to its peak in early 2021. And we all watched ARKK tumble to nearly 70% of that peak this year …


Sugar Futures Then and Now-Why it Matters

Mish Schneider | July 3, 2022

Written by Mish

Some History First

In 1972, supply shortfalls, rising demand, unrest in Pakistan, and the devaluation of the dollar all contributed to a large increase in the price of sugar.

By February of 1974, rising inflation, rising demand …


Post PCE-What is the Pre-PCE Market Saying?

Mish Schneider | June 29, 2022

Written by Mish

Stocks are primarily unchanged or trading slightly higher as pressures from rising food and energy prices persist.

As I reiterate, among the war's immediate external financial implications are disruptions in global supply lines for cereals, fertilizers, metals, …


The Textbook Definition of Recession

Mish Schneider | June 28, 2022

Written by Mish

Although GDP growth is a crucial measure of economic activity, it is not the most significant factor to consider when predicting future stock market returns since it is a lagging economic indicator.

Yet, it seems like everyone …


What Can We Expect From Oil Prices?

Mish Schneider | June 27, 2022

Written by Mish

U.S. crude oil continues to rise after a pullback late last week to around the mid-$90s per barrel.

However, the price is hitting short-term resistance around $109-$110 for the time being.

The USO oil ETF over the …


Technical Bounce or New Bullish Breakout?

Mish Schneider | June 26, 2022

Written by Mish

I woke up to headlines on my Twitter feed Friday morning:

"POWELL: US HAS A VERY STRONG, WELL RECOVERED ECONOMY."

Jerome Powell said a soft landing is still "possible," but conceded recession was also a possibility in …


Are We Heading Towards Recession?

Mish Schneider | June 22, 2022

Written by Mish

To be clear, the economy is not currently in recession. There remains roughly $2.5 trillion in excess savings and a robust labor market, although that might be changing.

Furthermore, fixed business investment is still strong and continues …