Schneider: Likes Natural Gas, IBM, CRM and the 'Vanity Trade'

September 22, 20256m 31s

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Show Notes

Mish Schneider joins Morning Movers with her glimpse at the markets heading into year-end of 2025. She says investors need to approach the markets like crossing the street by making sure to "look both ways" and protect against selling pressures. Mish says the U.S. consumer needs to "stay in the game" and highlights relative performance in small-cap stocks. She's keeping oil and gas on her radar as well as any inflationary pressures that could arise. In terms of her approach now, Mish likes the energy sector particularly natural gas. Additionally, she lists IBM (IBM), Salesforce (CRM) and Chemours (CC) as tech-sector exposure. Mish also updates her "vanity" trade approach as she likes Novo Nordisk (NVO) among the weight-loss drugmakers.

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