With FOMC minutes published today, most Fed members eye rate cuts this year, but are split on what are the next steps.
One must cynically wonder which of the members are eyeing Powell’s job.
President Trump has made no secret …
Announcement:
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Every day, I break down the market. Now you can follow the trades, setups, and rotations I’m tracking in real time. You will also be able to chat 1:1 with me. Use code Mish30 …
Last week, the market made up for its holiday-shortened schedule with an impressive display of several bearish mirages, one-by-one, fading into the next bullish oasis that further fueled the bulls’ confidence.
The Two July Highs
Last week also established a …
First, I have news!
For years, I’ve written Mish’s Market Minute Daily to help decode market trends.
Now I’m launching something new, a place to go deeper into trade setups, sector rotations, and the daily read of the market.
Mark …
The year 2018 marked a seismic shift when Wall Street kicked social media giants like Meta and Google out of the technology sector into a brand-new category called "Communication Services." This wasn't just accounting semantics—it created an entirely new investment …
Most people think you need six figures and property management headaches for real estate wealth. What if you could own Manhattan office towers and California shopping centers for the price of a nice dinner? Welcome to real estate ETFs.
The …
Welcome to the end of the second quarter, and new all-time highs in the S&P 500.
Is this us climbing the wall of worry?
Yes, indeed as the retail sector lags behind even further.
However, XRT remains above critical support. …
Monday will close a calendar quarter that has been nothing short of historic.
The beginning of the 2nd quarter of 2025 will be remembered by investors for a long time. It began with the second day labeled as “Liberation Day” …
Given how difficult it remains discerning between disinflation and stagflation, Friday’s economic status and price action did little to clarify definitively.
To sum up:
Disinflation or stagflation.
Evidence of both right now and can really go either way.
Evidence for …
When the global economy sneezes, the materials sector catches a cold first. Materials companies sit at the foundation of everything we build and consume, making the Materials Select Sector SPDR Fund (XLB) one of the most economically sensitive ETFs—a powerful …
