Agricultural Commodities-Where’s the Deflation in This?

Mish Schneider | June 16, 2025

On Sunday, I wrote the playbook for the Economic Economic Modern Family 

  • Watch Granny Retail-a failure of those key levels, spells more trouble for IWM IYT KRE. (She did not fail) 
  • Watch Semis SMH-if it pulls above $260 follow growth
    • …

    The Importance of the 50-Week Moving Average

    Mish Schneider | June 15, 2025

    By now, I hope you listened to the 36-minute interview I did early last week with Maggie Lake. 

    In case, link to the interview.  

     “[It’s] all hands on deck for energy,” Mish said. “Every source of energy is needed.” 

    And …

    All Hands-on Deck in Energy

    Mish Schneider | June 11, 2025

    On Monday, I sat down with the incomparable Maggie Lake. 

    As she posts on her Substack page, “As ever with Mish, we got through a lot in 30 minutes” 

    Here is the link to the interview.  

    Plus, Maggie put together …

    Apple-Will the Stock Revive?

    Mish Schneider | June 9, 2025

    Apple is currently navigating a perfect storm:  

  • Soft device demand- UBS reports U.S. consumer intent to buy an iPhone in the next 12 months has dropped to a fiveyear low 
  • Geopolitical and supply-chain hurdles 
  • Poor AI response- investors bristled at
    • …

    “Inside” the Economy- Small Caps, Retail and Transportation

    Mish Schneider | June 8, 2025

    Considering how much the market has absorbed and yet keeps on ticking, I thought we should look at what Druckenmiller calls the “inside” sectors of the US economy. 

    Coincidentally, these sectors are all part of my Economic Economic Modern Family. …

    Is WTI Crude Oil About to Surprise the Bears?

    Mish Schneider | June 4, 2025

    WTI oil prices are currently facing a complex interplay of factors.  

    While OPEC+ production increases are likely to put downward pressure on prices, supply disruptions, geopolitical tensions, and seasonal demand could continue to provide some support.  

    Analysts are divided on …

    Focus on Big Brother Biotechnology IBB

    Mish Schneider | June 2, 2025

    As of the latest data available, the top three holdings in the iShares Biotechnology ETF (IBB) are: 

  • Gilead Sciences, Inc. (GILD)  
  • Amgen Inc. (AMGN)  
  • Vertex Pharmaceuticals Inc. (VRTX)  

    • These three companies collectively represent approximately 25.68% of the ETF's total assets.  …

    Granny Retail Takes the Lead XRT?

    Mish Schneider | June 1, 2025

    While the tech sector tries to lead, as you can clearly see SMH or Sister Semiconductors is trying hard to hold onto the 50-week moving average and must hang in there. 

    I am thrilled that Granny Retail XRT has taken …

    Uranium Peaked in 2011: What’s Next?

    Mish Schneider | May 28, 2025

    I am back from the break, but before I took off, I bought URA at $20.  

    A great trade, now it is time to think about what is next for uranium and energy in general. 

    There is a lot more …

    The Increasing Buzz About Cannabis

    Mish Schneider | May 5, 2025

    There have been lots of headlines about cannabis lately. 

    From the bipartisan support in government, to states looking to legalize at least for medical, to Mexico having a pro canna protest, the buzz leans towards a change in the law. …

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