The GDP PCE ADP Waltz

Mish Schneider | August 29, 2023

Conference Board Economic Forecast:

Looking into 2024, we expect the volatility that dominated the US economy over the pandemic period to diminish. In the second half of 2024, we forecast that overall growth will return to more stable pre-pandemic rates, …


Bonds, Secular Bear Market: Impact on Small Caps

Mish Schneider | August 28, 2023

Bonds have had one of the worst years in modern times and one of the fastest rates of interest rate rises.

The good news is the market has absorbed the bond’s performance.

A better risk-on environment is when the SPY …


The Inflation Fighters: Will They Keep Raising Rates Or Pause?
Also, Interesting Facts That You Have To Read!

Keith Schneider | August 27, 2023

Hello Gaugers.  Hope you had a lovely and productive week and maybe you are still on vacation or holiday?  Most kids are back in school, the air is a bit cooler at night and I can feel that fall is …


Can Small Caps Lead the Market Higher? Video Analysis

Mish Schneider | August 26, 2023

Small caps as measured by IWM are key for the fall and into 2024.

You can also look at SML S&P 600.

IWM could be forming an inverted head and shoulders bottom going back from the start of 2023. (see …


MarketGauge’s Market Beat Rarely Misses a Beat!

Mish Schneider | August 23, 2023

Over the course of our writing the Daily, it has served as a reliable and remarkable guide for investors, traders, and investments.

For example, looking most recently, on August 22nd, we wrote about watching the dollar decline and TLTs rising. …


The US Dollar and Long Bonds Doing the Dosey Doe

Mish Schneider | August 22, 2023

With BRICS happening ahead of Jackson Hole, we thought it would be good to look at the technical charts on both the dollar and the long bonds.

The chart below shows that BRICS versus G7 as a share of purchasing …


Biotechnology on Drugs

Mish Schneider | August 21, 2023

Biotechnology has traded basically sideways since the start of 2023.

In the face of higher rates, stronger dollar, inflation, FDA approvals and busts, and an emerging winter season, the ETF IBB has a serenity to it that appears drug-induced if …


Higher For Longer.
The Pain That Rising Rates Is Causing.

Keith Schneider | August 20, 2023

Happy late summer Gaugers.  We all hope you continue to take advantage of the warmer weather and are enjoying late summer’s lazy dog days.

Interest rates pushed higher yet again this past week.  This trend has caught the attention of …


How High Will U.S. Yields Fly?

Mish Schneider |

Thursday, August 17th I sat down with Maggie Lake and Real Vision.

During the 36-minute interview, the overriding theme continues to be one of “Stagflation”.

Here are the main points:

  • Rates-We don’t really know yet the impact of the rapid

  • Slowing Inflation, Market Consolidation
    More Fun At The Beach!

    Keith Schneider | August 13, 2023

    Things we will cover in this Outlook:

    • Recent Economic Data
    • Interest Rates and Oil prices
    • Consumer Confidence
    • Volatility
    • Seasonal Weakness
    • Tech Stocks
    • Profit Targets
    • Reasons to Stay Positive
    • Bull Market Corrections

    Hello Gaugers.  We hope that you had a safe, …