November 13, 2025
Mish's Daily
By Mish Schneider
I did 2 major interviews where I got to talk about a lot of different topics in depth. (links in the media section)
This Daily is a list with a summary of those talking points.
I would like to thank Maggie Lake and Ash Bennington of Real Vision for allowing me the generous amount of time.
1. Current Market Conditions:
I characterize the market as "sloppy," with mixed indices signaling potential consolidation or rollover.
I emphasize cautious stock selection, focusing on avoiding negative market events.
GROWTH STOCKS: A DOUBLE-EDGED SWORD
On one hand, nobody wants to see them collapse because that would be bad for everything.
But we also want to see rotation into other areas, and that could be conceived as healthy.
The technology sector, represented by the ARK ETF, is showing signs of pressure, reflecting broader concerns around tech valuations.
UPDATE ON THE MODERN ECONOMIC FAMILY
Overall, when you put the picture together, “you can actually be more bullish than bearish - you just have to pick carefully,” Mish said.
METALS UDATE
The gold-silver ratio is an inflationary indicator, noting recent highs in silver and interplay with US dollar levels.
Silver can easily go to $75 or even $85 an ounce and gold could get to $4,700-$5,000 if we see that kind of move in silver.
Energy and commodity prices as traditional inflation measures, mentioning spikes in sugar and cattle prices as potential inflation signals.
Grains and Softs
Sugar is a social unrest barometer, an inflation barometer.
DBA watch for a breakout
The Vanity Trade
More bullish now than before-many buy opportunities.
Shift in consumer behavior due to weight loss drugs could drive growth in associated stocks and alter spending patterns.
Crypto
Stay informed on cryptocurrency market dynamics, focusing on blockchain infrastructure over speculative assets.
OPPPORTUNITIES
Consider investments in sectors where AI is driving innovation, such as biotech and digital content.
TAKING PROFITS
Part of trade and risk management.
Stay adaptable to market cycles while remaining optimistic about long-term economic evolution driven by innovation.
For more detailed trading information about our blended models, tools, and trader education courses, contact Rob Quinn, our Chief Strategy Consultant, to learn more.
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Mish in the Media-Want to see more? All clips here
Real Vision (Behind the Paywall) Insights on navigating these complex markets, emphasizing risk management 11-13-25
Maggie Lake The Market House Mish and Maggie cover AI, commodities, macro, energy and vanity. 11-12-25
Money Show Panel Mish joins a panel to discuss current market conditions.11-12-25
Business First AM Why the Gold to Silver Ratio is a Key Indicator 11-10-25
Business First AM Mish talks macro with some TA thrown in 11-05-25
*AAII FULL WEBINAR-A Gift How to Harvest the Best Investments
Coming Up:
November 14 Financial Sense
November 19 CNA Asia
December 1-3 The Sarasota Money Show
ETF Summary
(Pivotal means short-term bullish above that level and bearish below)
S&P 500 (SPY) 690 now resistance and 667 support
Russell 2000 (IWM) Unconfirmed caution phase 235 support
Dow (DIA) 474 key support
Nasdaq (QQQ) 603 support
Regional banks (KRE) 60 key support
Semiconductors (SMH) 335 support
Transportation (IYT) 71.50 support
Biotechnology (IBB) 160 support
Retail (XRT) Support is the 200-DMA at 78.00
Bitcoin (BTCUSD) 100,000 pivotal with 98k next support
Every day you'll be prepared to trade with:
