Mixed Housing Data Amid Iran War and Tariff Turmoil
The U.S. housing market is experiencing a significant supply-demand imbalance, with housing starts reaching a one-year high even as existing home inventory remains sluggish...
Stock Market Update: Crude Oil, Chip Stocks, and Critical Data In Spotlight
Oil prices soared to kick off March after weekend military strikes on Iran, raising geopolitical tensions and inflation expectations
Earnings are also in focus as...
Bitmine Stock & Ethereum: The New Crypto Proxy Exploding With ETH
Bitmine (NASDAQ: BMNR) has quietly become one of the most interesting crypto-related stocks on the board — not because it mines Bitcoin, but because...
Stock Market Update: Corporate Earnings Going Global
Markets oscillate on many factors — from interest rates and risk appetite, to headline news and the economy. But in the end, it comes...
Economic Data Weekly Outlook: FOMC Minutes, GDP, PCE, PMIs, UMich
Amid earnings and conferences, a packed week of macro releases could reshape the growth and inflation narratives heading into March
Q4 GDP and PCE inflation...
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...
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...
Energy Stocks Steady Amid Macro Chaos; Sunday Night Earnings Surprise Ahead
Bond market stress, global geopolitical risk, and weather shocks at home have lifted Energy to the top sector spot YTD
Baker Hughes’ Q4 report this...
2026 Macro Economic Data Quiet, But Storylines Add Intrigue
Political noise, earnings momentum, and fresh economic data collide as markets recalibrate 2026 expectations
Conference commentary and bank earnings offer some clarity amid policy drama...
Will Crude Oil Supply Keep Price In Check?
The price of oil is pretty much near a five-year low, in a world where everything costs much more than it used to.
Thankfully, our cars...
