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)...
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...
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...
Treasury Bond Yields Test Major Price Support
Treasury bond yields, aka interest rates, have been falling in early 2026.
The 10-year treasury yield is the most importantly to consumers for auto rates...
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...
What Stock Splits Reveal About Today’s Economy and Market
The global equity arena is filled with big winners and big losers as AI infiltrates industries
Traditional split announcements have slowed, with the historically pivotal...
Big Pharma Is Buying — Why Biotech Stocks Could Outperform in 2026
Biotech is quietly stepping into a leadership role here in early 2026 — and the move is not happening in a vacuum.
After years of...














