While Tuesday I wrote about the strength of junk bonds in the face of risk off ratios (TLT v. SPY, HYG), today, I am still quite concerned about Granny Retail or the consumer sector.
Investors have hopes that Nvidia earnings …
As today is Turnaround Tuesday, what bulls do not want to see, is when the long bonds (which have turned around) outperform both the S&P 500 and the Junk Bonds.
Our Big View product tracks these ratios carefully.
Some bullets …
As today is Technical Monday, I want to feature a stock that the recent sell-off now offers a good low risk entry point.
Plus, it is a top pick in my Outlook 2025.
And you get to see how our …
Please jump right into the Big View bullets and weekly video. Due to travel there will not be Outlook commentary this week.
Every week we review the big picture of the market's technical condition as seen through…
November 2023 was when Granny Retail XRT cleared the 50-week moving average.
February 2025, we are witnessing XRT breakdown below the 50-WMA.
The good news is that
January 2021, Plug Power peaked at $75.49.
It now trades at $1.77.
Why does this interest me?
For starters, I love underdogs.
Secondly, the fundamentals are promising.
Thirdly, I see a bullish divergence in momentum and a reversal bottom ion …
The most recent headline and hot off the press
“Rumors of the US Securities and Exchange Commission (SEC) creating a national $BTC reserve spread across the crypto market.”
The article goes on to say that this will trigger a bull …
Momentum stocks are leading the market higher, but this is much different leadership than what elevated the market in 2024.
For example, the markets are at all-time highs, and “Risk Off” sectors (XLV, XLU, XLP) are outperforming “Risk On” sectors …
What a week!
CPI, PPI, Retail Sales, Fed Speak, Earnings, Tariffs on then Postponed, China, Yields rise then fall, the Dollar rises then falls, Gold makes a new all-time high, Growth outperforms value.
If I were a slam poet, that …
I had a great and informative interview today with Dale Pinkert of Forex Analytics.
We discussed many macro themes.
Mish in the Media
View Mish's Media Highlights
New to Mish's Daily?
Discover Mish's Economic Modern Family
Mish's Articles
View Mish's article archive
