2026 Stock Market Themes Emerge Leading Into a Busy Q1 Investor Conference Season
Software’s DeepSeek AI moment, Dow 50k, a yo-yo dollar, and “sell America” are market narratives
Price action, corporate profits, and perhaps even jobs data buck...
Silver’s Next Big Trade: Calm After the Crash
Silver has delivered both excitement and anxiety— surging higher in a volatile run and then stunning traders with a dramatic one-day selloff.
Since that shakeout,...
Treasury Bonds Elliott Wave Analysis: Poised For Rally
Treasury bond futures appear ready for a sizeable bounce that could persist for several months or longer.
Here we show how the same move might...
The Great AI Squeeze: High Costs To Weight On Earnings Reports
With more than half of S&P 500 companies reporting thus far, EPS growth for Q4 2025 currently stands at 13%
This week, 1,662 companies are expected...
The 1-to-2 Percent Rule Every Investor Should Know
Today, we go evergreen with an important investing tactic to save you a lot of money and keep you investing for a lifetime.
If Bitcoin...
Was This the Death of Bitcoin?
The new Mish’s daily market update format is here.
Welcome to Mish’s Market Minute, an avatar (of me) that will give you analysis and actionable...
AI Capex Clouds Tech Horizon, Even as Meta and Tesla Shine
With roughly a third of companies reporting thus far, S&P 500 EPS growth for Q4 2025 currently stands at 11.9%
This week, Alphabet, Amazon, and...
Euro Currency: 2026 Peak and Turn Lower (Elliott wave analysis)
The Euro is nearing important price resistance, and we believe there is potential for a downward reversal that would take it to new lows.
Today...
10 Year Treasury Bond Yield At Mid-Point Of Range
The most watched gauge of auto and home loan interest rates recently reached the middle of its annual trading range.
Over the past year, the...
