Archives: Market Outlook Premium

A Wild Ride

Keith Schneider | February 28, 2021

You may have noticed in our recent weekly Market Outlooks, and Mish’s Daily Updates that we continue to expect enhanced volatility.  Why?   The market has been on a straight upward trajectory since March of last year and some valuations have been getting a bit stretched. Also, we have an administrative sea change, the economy is starting to open back up and there will be much debate about which parts of the economy need stimulating,

Winter Cold; Market Hot

Keith Schneider | February 21, 2021

Winter struck in all its glory this past week.  Most people, other than parts of Southern California, Arizona. South Florida & Hawaii, felt the sting. Very cold weather mixed with snow, and we all got to feel the wicked deep freeze that often occurs in February. As you are probably aware, Texas was without power and today has very little clean water.  I wonder how those people were able to put in their stock and

Congratulations Mr. Discipline

Keith Schneider | February 14, 2021

It was a good week for the Markets and with an NFC win (Tampa Bay), past information states that the markets tend to do better with a National Football Conference win.  Foolish?  Not really, with 74% winning odds of the NFC predicting a positive market the remainder of the year after a win. Wall Street wanted a Tom Brady win and got one. Superbowl Yearly Indicator Forbes What we at Market Gauge were most impressed

The Road Most Traveled

Keith Schneider | February 7, 2021

This week I was speaking to a Financial Advisor friend and he was lamenting about the fact that he had several older important clients that became “freaked out” in February-March period last year (2020) and demanded that he liquidate their accounts where today they basically sit in cash.  They got to endure the worst of the fast and significant correction without participating in the rebound and the markets going to new highs recently. This story

Drama on Wallstreet

Keith Schneider | January 31, 2021

Mish in “SECOND COUSINS” (Santa Fe Playhouse) comedy/drama about Hedge Funds written and directed by Ron Bloomberg The trading war between retail traders and hedge funds has taken over Wall Street and is receiving intensive media focus. It has taken over the radio waves, newspapers and even the more modern way to communicate …. the internet. Here is our take. My partners and I have been trading collectively for over 120 years, either from the

Priming the Pump

Keith Schneider | January 24, 2021

Pump priming is the action taken to stimulate an economy, usually during a recessionary period, through government spending and interest rate and tax reductions... When I started in the trading business down on the floor of the NY exchanges some 40+ years ago, we followed many economic signals and watched how the geopolitical news impacted the price of commodities (especially gold), the US dollar, and oil prices. Back then, inflation was a problem, and the Federal

Mixed Signals

Keith Schneider | January 18, 2021

I have been reviewing lots of graphs and charts that I come across and many others that people e-mail to me. I am always intrigued by all the statistics that people put together showing what might occur in January and how it foretells the remainder of the year. I also enjoy seeing the graphs and tables showing what should occur if we come off two good quarters, like the 3rd and 4th of 2020, and


Keith Schneider | January 10, 2021

“It’s a Gas. I am in the High Fidelity, First Class Traveling Sect and I think I need a Lear Jet” - The song "Money" by Pink Floyd “Money can’t buy happiness, But it sure can rent it for a while” - Kim Gruenenfelder “Never Spend Your Money Before You Have Earned it” - Thomas Jefferson Our focus this week on how money serves several purposes. One, we want to highlight what is going on

A Whacky, Strange But Profitable Year

Keith Schneider | January 3, 2021

One that I think we all might want to put in the “rearview mirror” although looking back we have nothing short of 20/20 vision.   After COVID 19 made itself known in early January, lockdowns in March sent investors into a quick bearish market only to be surprised just two months later as a new Bull market was launched.  Very few, if any prognosticators expected the kind of big returns we witnessed among most asset classes.

A Commodity Super Cycle looks Underway

Keith Schneider | December 20, 2020

Equity markets continue their bullish tear closing positive on the week and once again led by Grandpa Russell +2.5% (IWM). This is being partially fueled by the prospects of the passing of a long-awaited stimulus package in tandem with the optimism from the COVID vaccine rollout and seasonal (holiday) optimism. However, the pending stimulus package in conjunction with the Government’s easy monetary policy is pushing the dollar down around the globe and creating some big