Israel and Iran are at war. Marines have been deployed against American citizens, and elected US Congress members have been assassinated.
Regardless of your political views, it’s hard not to agree that the current geopolitical environment is disturbing and filled …
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 …
When crude oil swings 10% weekly, smart traders see opportunity while others panic. Energy moves with global economics, geopolitics, and supply-demand creating profitable setups. XLE captures these moves without stock picking, serving as a precision instrument for traders understanding energy …
Industrial stocks amplify economic cycles—declining during downturns but sprinting ahead during growth. XLI tracks giants like Boeing and Caterpillar. This sector's economic correlation creates explosive opportunities and timing challenges. Understanding entry, exit, and volatility management determines success.
Understanding XLI ETF's…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 …
Financial institutions amplify economic cycles—declining during downturns but leading recoveries, creating predictable patterns. XLF Financial Select Sector SPDR Fund offers streamlined exposure without stock picking. As one of the most liquid sector ETFs, XLF serves traders executing rotation strategies or …
Apple is currently navigating a perfect storm:
Last week, the S&P 500 reclaimed the $6,000 mark with the help of a surprisingly mediocre monthly employment report.
There is an important market message here, and…
It coincided with a big breakout in silver, which has a chart that …
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. …
The stock market moves in distinct sector currents—technology might surge while energy struggles, or financials boom as utilities lag. Sector ETFs revolutionized trading by allowing precise bets on entire industries with single-stock simplicity, enabling hedging, economic speculation, and sector rotation …
