Mish's Market MinuteAugust 18, 2023 at 07:04 PM
On 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 rate rise...Read More
Mish's Market MinuteAugust 11, 2023 at 08:38 PM
On August 10, I appeared on CNBC Asia to discuss Alibaba (BABA)'s surprise beat on earnings and China's weak economic data. I began the segment reminding investors (and myself) that regardless of the news, opinions of analysts and the talking heads, price pays...Read More
Mish's Market MinuteAugust 09, 2023 at 06:59 PM
Many, in fact most, retail investors that were surveyed believe that the bonds have bottomed. Bill Ackman came out last week extremely bearish. Here's the technical skinny. Last week, TLT had a classic reversal bottom on very oversold conditions...Read More
Mish's Market MinuteAugust 08, 2023 at 06:13 PM
Today, we're continuing to look at the reset of the July 6-month calendar ranges in 4 of the Economic Modern Family Sectors. To remind you, the range is good until the next time it resets in January 2024...Read More
Mish's Market MinuteAugust 07, 2023 at 05:57 PM
It's summertime, and the living should be easy. Folks do tend to go away in August as the market tends to chop around on lower volume. This August proves to be no exception thus far...Read More
Mish's Market MinuteAugust 04, 2023 at 07:14 PM
We finished a very heavy week filled with all kinds of data: Fitch downgrade Earnings -- Amazon up, Apple down Jobs report -- wages rising Treasury Yields higher -- at October 2022 highs Record temperatures around the globe, including winter in S...Read More
Mish's Market MinuteAugust 02, 2023 at 04:24 PM
On August 1st, as many cheered the rise in GDP (partly because consumer spending is 70% of the GDP), another agency did not cheer at all. With Government Debt to the GDP ratio super high, coupled with high interest rates, Fitch was not having it...Read More
Mish's Market MinuteAugust 01, 2023 at 07:56 PM
As the market and economy cheer the rise in GDP, we can thank consumer spending, 70% of GDP; services (what consumer pay for in aid, help or information), 45% of GDP; and government spending, about 19% of GDP. Hence, one sector to watch carefully is retail, or our Granny XRT...Read More
Mish's Market MinuteJuly 31, 2023 at 06:10 PM
Headline over the weekend: "GM, Other Big Automakers Form EV Charging Joint Venture" Tesla (TSLA) is the dominant player in the EV space. As such, and with its supercharger network, several car companies have teamed up with Tesla for their charging stations...Read More
Mish's Market MinuteJuly 28, 2023 at 07:14 PM
For the weekend, we invite you to listen to Mish's live coaching session, for Complete Trader members only...Read More