We have heard many discussions on whether small caps (Granddad Russell 2000 IWM) really matter for the market.
Here are a few talking points:
Welcome back subscribers and other readers. We all hope you had a relaxing and enjoyable Fourth of July holiday. As I said last week, we can never take our freedom for granted. As you get older, you realize and appreciate …
Mother Nature can be such a B@*^H!
On March 6,2024 I wrote a Daily on sugar and inflation.
The biggest takeaway is
We will know about inflation by watching:
Statistically, one of the most bullish days of the year, July 1st was rather surprising.
The Family- (please check the weekend Daily), was not so happy today.
Crypto and his crew were a bit stronger.
However, the yields were the …
Thanks loyal readers and those as well who may be reading for the first time. Glad to have you with us. We wish you a happy upcoming Independence Day this week. This short poem by Julia Ann Moore, entitled Fourth …
Last week I wrote about Biotechnology, Sector Rotation, Lithium and EVs, plus, the Raw Material Demand from Electricity Usage.
Biotechnology (will discuss more later), disappointed.
Sector Rotation happened but only to a degree.
Lithium sank, and EVs were mixed with …
On the heels of the $5 billion investment JV announcement between Volkswagen and Rivian, we always like to examine the raw material side.
Lithium plays a critical role in making electric vehicles (EVs).
Here’s why:
Over the weekend I wrote about the Economic Economic Modern Family.
Then Monday I focused on Biotechnology IBB, as a promising member of the Family to revive.
Today, as mentioned in several interviews yesterday, we need to see follow up …
The biotechnology sector is a challenging place to invest your money. It's got a lot of volatility and the underlying businesses are incredibly complex. However, using the Economic Economic Modern Family framework, investors can simplify their approach and identify potential …
Over the weekend as we looked at the entire Economic Economic Modern Family, we focused on Big Brother Biotechnology IBB as particularly intriguing.
We wrote:
“IBB sits just below the 200-WMA. Plus, he is in the middle of the weekly …
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
