Big Picture. Big Profits. Archives

Get Ready for 2022’s “Big Short”

Posted by Ted Bauman | Jan 11, 2022 | Big Picture. Big Profits., Economy, Investing

Originators handed out adjustable-rate mortgages (ARMs) like Halloween candy. Big banks packed them into MBS. They bribed agencies for AAA ratings. Then they sold them to unsuspecting investors. The shorts predicted that when ARMs began to reset in the second quarter of 2007, the MBS market would collapse like a Jenga tower .That’s exactly what it did. Their short bets earned them billions. The rest of the financial system collapsed. All through the movie, I kept asking myself one question … where’s the opportunity for today’s Big Short?

The Fed’s Double Game Puts the Hurt on Growth Stocks

Posted by Angela Jirau | Jan 10, 2022 | Big Picture. Big Profits., Education, U.S. Economy

Two powerful forces have closed in on growth stocks: The Fed and the pandemic. But, what does this mean for the rest of the market? Are we seeing a dot-com peak followed by a waterfall decline … or is this just a rotation that smart investors can profit from? In today’s Your Money Matters, Ted Bauman and Clint Lee discuss the fall of growth indexes, the Fed’s tapering timeline and how you can protect and grow your portfolio.

The Fed’s Great Switcheroo

Posted by Ted Bauman | Jan 7, 2022 | Big Picture. Big Profits., Education, U.S. Economy

The narrative around the Fed’s increasingly hawkish stance is that it’s reacting to consumer price inflation. That’s part of it, but I’m convinced Powell & Co. are playing at a much bigger game. Ever since the great financial crisis, asset markets have become unhealthily dependent on easy money. Besides exacerbating inequality, artificially inflated asset markets are prone to bubbles and bust. That’s why the most incisive market watchers have been saying for a long time that the Fed’s biggest challenge is to end this dependency once and for all. If that’s what the Fed is doing, how’s it going to affect markets? More importantly, which assets will suffer, and which will prosper?

Invest in This Alpha Dog of the Dow

Posted by Clint Lee | Jan 5, 2022 | Big Picture. Big Profits., Investing, U.S. Economy

Things are hard to find these days. COVID tests and face masks are in short supply. And a shortage of bus drivers is affecting my local school district. Some things are hard to find in the stock market as well … especially for income investors. The yield on the S&P 500 is a measly 1.3%.The 10-year Treasury yield is only 1.67%.Factor in inflation and those figures drop into negative territory. Your income isn’t keeping up with rising prices. You can look for yield in riskier assets such as high-yield bonds. But the “risk premium” is near historic lows. You’re not getting paid enough to justify it. Finding a good yield is becoming more like a treasure hunt … with investors scouring over hard-to-read maps. That’s why it’s time to revisit one popular strategy for clues.

Big Picture, Big Profits: Predictions for 2022

Posted by Angela Jirau | Jan 4, 2022 | Big Picture. Big Profits., Education, Investing, U.S. Economy

2022 looks to be an interesting year for investors: a swift market rotation, continued inflation woes, volatility, midterm elections and at least three wild cards in the mix. To survive and thrive through it all, you must start with the big picture. Then you drill down to find the big profits. That’s what Ted Bauman and Clint Lee do for you in this first 2022 edition of Your Money Matters. Watch now to hear what both expect of this year and the six exchange-traded funds they recommend.

Big Picture. Big Profits.

Get Ready for 2022’s “Big Short”

The Fed’s Double Game Puts the Hurt on Growth Stocks

The Fed’s Great Switcheroo

Invest in This Alpha Dog of the Dow

Big Picture, Big Profits: Predictions for 2022

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