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...
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...
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...
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...
