Welcome to November:
Earnings & Election Jitters Spook the Markets

Keith Schneider | November 3, 2024

Welcome back, readers.  Hopefully, you had a good week (perhaps participating in Halloween festivities) and were able to “tune out” the election noise that seems to resonate every minute of the day on social media or on television shows.

I …


TA Monday: Is the ARKK Fund Ready to Play Nice?

Mish Schneider | October 28, 2024

Considering the bull market of 2024, Cathie Wood’s ARKK fund (she has 6 ETFs) over 2 years and a lot of sideways price action, could now be a potential player.

Remember, ARKK peaked in 2021 at 159.70.

Then ARKK crashed …


“Frighteningly” Great Markets This Past Year Make History.
Going Forward Should We Be “Scared”?

Keith Schneider | October 27, 2024

Happy Pre-Halloween and nice to have you back. Hopefully you had a “decent” investment week although it was the first down week for the S&P in the past 7.  We mentioned the historical negative 3rd week of October in last …


Stock and Commodity Market Thoughts

Mish Schneider | October 24, 2024

When I am asked to do an interview on the media, the producer(s) ask for my notes on market conditions.

As I will appear at 9 PM ET on CNBC Asia First in Singapore, here are the comments I sent …


First Gold, Silver, Maybe Sugar, and Now Soybeans?

Mish Schneider | October 23, 2024

If this is truly shaping up to be a time for commodities, especially ones undervalued, then let’s expand beyond gold and silver.

Don’t get me wrong.

I see more upside in both metals.

Remember my trifecta of inflation indicators?

  • Silver

  • Turnaround Tuesday: Junk Bonds Flash Caution

    Mish Schneider | October 22, 2024

    Since the end of 2023 and throughout most of 2024, the high yield, high debt bonds have been on a tear.

    However, the party could be over.

    Could be.

    I follow the junk bonds closely, as they literally told us …


    Can Biotechnology Make a Seasonal Move Higher?

    Mish Schneider | October 21, 2024

    I have commented but not focused too much on our Big Brother Biotechnology, IBB.

    My weekend comments were, “IBB remains stuck in its weekly trading range. Remember, the longer the range sustains, the better the move out of it tends …


    Various Assets Extend Their Hot Streaks
    Can It Continue? (You Might Be Surprised)

    Keith Schneider | October 20, 2024

    Welcome back readers and loyal subscribers.  Glad you are with us.  We hope that you had a good week and were able to profit from the various markets that continued to move higher.

    If you are following any of the …


    Did the Economic Modern Family Really Go Anywhere?

    Mish Schneider |

    Here is the Economic Economic Modern Family ringing the bell at the NYSE!

    I feel like there is so much to talk about, that at the end of the day (week), the talking points matter little compared to the weekly …


    Hump Wednesday: Fresh Look at Long Bonds TLT

    Mish Schneider | October 16, 2024

    Are long bonds and interest rates the current political football?

    Sure seems that way considering all the FED talk and comments by Trump on rates and Jerome Powell.

    The last couple of days, after rising yields and a big drop …