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Who is “Granny Retail”?
“Granny Retail” is not an individual, it is a concept.
It represents the everyday consumer, the steady, consistent participant in the economy whose spending habits ultimately drive growth, earnings, and market direction.
While …
One of the best ways to practice consistent, unemotional market analysis is to follow models and frameworks.
Since the beginning of the year, I’ve referenced our Calendar Range framework which has been cautious to bearish for some time now.
“PRIME” …
Markets tend to focus on one big idea at a time, and right now, there's no question what that idea is and should be - the war with Iran because…
Bull markets and strong economies are killed by “shocks.”
The …
Last week will be remembered as historically significant in geopolitics and the oil markets, but it’s not clear that the stock market will receive the same recognition.
In Malcom Gladwell’s best-selling book, he explains that small actions or events can …
Last week, earnings season “ended” with a disappointing reaction to the much anticipated Nvidia earnings.
However, the market’s reaction to Nvidia’s earnings, and the less-covered economic news, gave the savvy investor information that clarifies the market narrative and helps anticipate …
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The Power of Market Message
Over the past several weeks, the market has quietly validated several themes discussed in Mish’s Daily:
These …
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Bitmine (BMNR) has quietly become one of the most interesting crypto-related stocks on the board — not because it mines Bitcoin, but because it no longer does.
The company made a decisive pivot away from Bitcoin mining …
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Biotech is quietly stepping into a leadership role here in early 2026 — and the move is not happening in a vacuum.
After years of underperformance from 2021 through much of 2024, the sector began a powerful …
Despite plenty of news around earnings season, geopolitics, and the economy, the S&P 500 has had the tightest YTD range in over 50 years.
However, as we discussed in last week’s Market Outlook, the individual stocks and sectors have been …
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Small caps and why they may decide the market’s next big move.
Right now, small caps are showing clear leadership.
While the S&P 500 continues to struggle to reclaim its 50-day moving average and the NASDAQ remains …