United States Economic Update: From Inflation to Japanification (And the Road That Led Here)
This is a follow-up to The Cold War Collapse: Why the Fourth Turning Ends With Capital, Not War.
The Cold War Collapse argued that the...
This Small Cap Signal Could Move The Entire Stock Market
Today, I discuss why small cap stocks may decide the stock market’s next big move.
Right now, small caps are showing clear leadership.
While the S&P...
Is The Housing Market About To Surprise Everyone?
In today’s Mish’s Market Minute video, we break down the current state of real estate and why investors should be paying attention right now.
Real...
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...
Retailers Ready Earnings Reports Amid Major Sector Rotation and Tech Fallout
With 74% of S&P 500 companies reporting thus far, EPS growth for Q4 2025 currently stands at 13.2%
This week, 1,033 companies are expected to report,...
The 4-Step Formula to Spot a Stock Bottom Early
How do you know when a stock or ETF has truly bottomed?
Not guessing. Not hoping for. An actual bottom.
There’s a simple signal professional traders watch...
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...
