Tag: stock market indicators
Stock Market ETFs: Retail Sector vs Russell 2000
When Markets Disagree, Pay Attention
In today’s modern version of “Family Feud: Market Edition,” we’re looking at a classic internal battle within the market:
“Granny” Retail...
Stock Market Update: The Impacts of War
As hostilities broke out in the Middle East, markets were initially rather resilient. This resilience was likely supported by the view it could be...
Stock Market Update: One Consumer Signal Markets Cannot Ignore
Who is “Granny Retail”?
“Granny Retail” is not an individual, it is a concept.
It represents the everyday consumer, the steady, consistent participant in the economy...
From AI to Consumer Spending: Five Analyst Days Investors Should Track
Analyst Days ramp up as companies outline strategy, growth initiatives, and long-term financial targets
Generac, Quanta Services, Constellation, Hershey, and FedEx events could offer clues...
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...
Why Professional Traders Run Portfolios of Strategies (Not One System)
I get emails every week from traders who've spent months perfecting a single strategy. Great backtest. Smooth equity curve. Impressive Sharpe ratio. They go...
Gold Prices: Risks of a Lower High
Gold has been an out-performer. Surging higher and faster than most assets in a sea of global uncertainty.
In January, however, the Gold ETF (GLD)...
25 Years Later Software is Dying, Or Maybe It’s Growing…
25 years later… software is dying.
Or maybe it’s growing.
Or maybe what’s actually dying is the seat-based model.
But then again, OpenAI and Anthropic still charge...
Stock Market Update: Crude Oil, Chip Stocks, and Critical Data In...
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...
Bonds, Silver & Yields Just Confirmed Something BIG
The Power of Market Message
Over the past several weeks, the market has quietly validated several themes discussed in Mish’s Daily:
Falling yields
Strength in silver and...













