Did Novo-Nordisk Win an Emmy?

Mish Schneider | September 15, 2025

While NVO did not win an Emmy, the company has spent $96 million in Q2 alone on TV ads. 

And I am sure if one queried a random group of actors, we might discover that taking one diet drug or …


The Economic Modern Family Awaits the Federal Reserve

Mish Schneider | September 14, 2025

Starting with a chart of the long bonds TLT, the price cleared the key moving averages and the July 6-month calendar range high. 

The Leadership indicator is the most important part to watch. 

Right now, TLT slightly outperforms the benchmark.  …


The Market’s Misdirection.
The Bears Are Right.

Geoff Bysshe |

The fanfare that has preceded this week’s upcoming FOMC meeting has been uniquely extraordinary.

Don’t let the bullish market magicians’ patter distract you from the real outcome.

The bulls have a secret. They don’t really want the bears to know …


Modern Family and This Week’s Trading Ranges

Mish Schneider | September 10, 2025

This is a good time to step back and gain some perspective on my Economic Economic Modern Family as the market anticipates

  • Lower interest rates
  • Lower inflation
  • Weaker dollar
  • Weaker labor market
  • Growth leading
  • I start with Transportation IYT looking …


    A Fresh Look at IBM

    Mish Schneider | September 8, 2025

    I am busy researching asset tokenization.

    There is a lot to unpack.

    However, in my current research (and stay tuned for more to come), I looked up:

    Publicly Traded Companies with Tokenization Involvement

    Nvidia came up. So did Coinbase, PayPal, …


    What You’re Not Hearing
    About September’s Bad Reputation

    Geoff Bysshe | September 7, 2025

    Are you tired of hearing that the average monthly return data for September is bearish?

    You may even be tired of saying it by now. I am.

    The phrase “September is a bearish month” also frustrates the hell out of …


    Timing an Investment in a Hot IPO Gone South

    Mish Schneider | September 4, 2025

    On June 5, 2025, Circle Internet Group INC had its IPO. 

    The price opened at $69.00 per share.  

    Within the next few days, the price rose to $150 and then peaked on June 23rd at $298.99 a share! 

    I have …


    The Economic Modern Family Outperforms the SPY

    Mish Schneider | September 2, 2025

    Even with Monday’s correction, small caps continue to see rotation.  

    IWM had a topping pattern last week. 

    Nonetheless, the outperformance of the SPY remains a good sign for this index.  

    Granny Retail XRT, on the 3rd day of correction since …


    Dangerous Warning Signs, or Healthy Rotation?

    Geoff Bysshe | August 31, 2025

    Friday’s stock market locked in gains and/or continued a bearish rotation pattern (depending on your point of view).

    There was something for all the bears to support their view. The top 20 declining stocks in the S&P 500 suggested bearish …


    Mirror, Mirror on the Wall, Are Small Caps Now the Fairest of Them All?

    Mish Schneider | August 27, 2025

    This rotation into small caps and retail has been something many analysts have waited for. 

    And let’s face it: 

  • IWM my Granddad Russell 2000 of the Economic Economic Modern Family just made a new 2025 high. 
  • The momentum is strong