This Week the July 6-month Calendar Range Resets
First some facts about the July Calendar Range
The July PatternThe Six-Month Calendar Ranges
Provides directional bias for the next 6 to 12 months.
January and July...
Lower Interest Rates: A Big Piece of the Inflation Puzzle
With FOMC minutes published today, most Fed members eye rate cuts this year, but are split on what are the next steps.
One must cynically...
Energy Sector Insights: Tariffs, OPEC+ and WTI Crude Oil
Last week I covered solar energy.
I still say that all energy hands will be needed on deck to support the demands of AI, not...
Solar Energy ETF (TAN): All Energy Hands on Deck!
First, I have news!
For years, I’ve written Mish’s Market Minute Daily to help decode market trends.
Now I’m launching something new, a place to go...
Semiconductor Index Reaches Multi-Month Highs; 6000 Next?
Investors can find and invest in leadership in any sector. However, one sector that has been a sign of broad leadership and market risk...
Will Stagnant Economy Impact Key Stock Market ETFs?
Given how difficult it remains discerning between disinflation and stagflation, Friday’s economic status and price action did little to clarify definitively.
To sum up:
Disinflation or...
Is The U.S. Economy Facing Stagflation Or Disinflation?
Given how loosely all the title terms are used, let’s start with the definitions of each.
1. Disinflation
Definition: A slowdown in the rate of inflation—prices are...
Are Long-Dated Treasury Bonds A Place For Safety?
A war in the Middle East can have significant and multifaceted impacts on the United States.
Typically, oil and gas would have the biggest impact...
Archer Daniels Midland Stock (ADM): Base / Breakout Pattern In Play?
The commodities complex is mixed but still showing some inflationary pressures. Sure oil has rallied on Iran war fears, but it's still off its...
Energy Sector Is Proving All Hands Are On Deck!
Even before the Israeli/Iran crisis, crude oil was on our radar and in our portfolio over $62 a barrel.
Shale oil supply could be peaking....
