Maggie Lake Talking Markets Episode 77: Is Energy Bottoming? With Mish Schneider.
Aug 11, 2025
Mish Schneider, Chief Strategist at MarketGage.com, returns to share her insights on market trends. She discusses why she believes key sectors like energy might be bottoming out. Mish highlights the importance of technical levels in XLE, natural gas, uranium, and solar. She also assesses the outlook for gold, small caps, and shares her stock picks. With a special focus on emerging technologies and updates on the Vanity Trade, listeners gain valuable perspectives on navigating today's market complexities.
AI Snips
Chapters
Transcript
Episode notes
Bonds Showing Bullish Divergence
- Mish sees bullish divergence in TLT and expects yields to fall even without Fed cuts.
- A clear breakout above the January/July range (~88.50) would confirm a bond uptrend.
Dollar Broke Key Business-Cycle Levels
- Mish highlights the dollar broke below 2-year and 80-month cycles and hit resistance near 100 before rolling over.
- A drop under ~98 could pave the way for another leg lower, which would help gold and bond yields fall.
Gold Poised For A Major Breakout
- Mish views gold as bullish and bought above 33.50, noting a decisive breakout over 34.50 could lead to new highs.
- Rising gold with falling dollar and yields could trigger a correction in stocks.