Clint Lee
Clint Lee Analyst The Bauman Letter Profit Switch Flashpoint Fortunes
Clint Lee is an analyst for The Bauman Letter and Profit Switch and editor of Flashpoint Fortunes and Slingshot Profits. He’s also a regular contributor to Bauman Daily.
Since 2004, Clint has provided investment research for some of the largest institutions in the world and has managed more than $2 billion in assets for his clients. He also led a fund recognized by U.S. News & World Report in 2019 as the No. 1 fund in its category.
He received his MBA from Case Western University, a top-ranked program, and has also earned the Chartered Market Technician (CMT) designation. These demonstrate Clint’s commitment to analyzing investments from all angels by combining fundamental and technical analysis.
Clint Lee Articles
Don’t Fear Irrational Investors September 15, 2021 Bauman Daily, Diversified Investments, Economy
- So, despite nosebleed valuations, investors are as bullish as ever. Which brings me back to Keynes’ observation that irrational behavior can last a long time in the market. And we have herd mentality to thank for that.
Said another way, fear of missing out — FOMO — is omnipresent in the markets today.
So now investors face a tough choice: get out of stocks or follow the pack?
Let me show you a few things I’ve learned in the last epic stock market bubble ... and how to come out ahead without a second thought for the herd.
1 Big Risk to the Recovery September 8, 2021 Bauman Daily, Investing, U.S. Economy
- It's not just auto manufacturers feeling the pain. Supply chain disruptions are limiting output and sales across many industries. It’s one major factor that’s holding back the recovery, and it’s of paramount importance to stocks. Here’s why.
How to Handle This Out-of-Whack Market September 1, 2021 Bauman Daily, Investing, U.S. Economy
- Former Federal Reserve Chairman Alan Greenspan was once coined the “maestro.” That’s partly because of his mastery at orchestrating his message to the markets. But perhaps it’s time for Greenspan to hand this baton to current Chairman Jerome Powell. Going into his highly anticipated Jackson Hole address, it sure seemed like Powell would disappoint at least one corner of the stock market. But instead, Powell’s well-executed address managed to see interest rates remain stable while a broad stock advance unfolded (which I discussed in Your Money Matters this week).
2 Urgent Predictions Before Powell’s Speech Today August 27, 2021 Bauman Daily, Economy, Investing
- The much anticipated Jackson Hole meeting of central banks is nearly over, so it won't be long before investors know how the market responds ... tumbling down or zooming higher. It all depends on the Fed’s taper message, and how quickly they take away the punch bowl. With COVID's delta presenting a major unknown, there's really no telling until we hear from Fed Chairman Powell himself. That's why, in today’s video, Clint reveals which scenarios may unfold and opportunities in stock sectors depending on which message emerges from the Fed.
An ETF for a Different Type of Infrastructure August 25, 2021 Bauman Daily, Technology, U.S. Economy
- Just as the Fed thought in-person meetings would be back by now, so too had many companies planned their return to the office this fall. Those plans are being put on hold now, and in many cases delayed until next year.
But the truth is: Traditional office work may never see a return to normal. Here’s why...
Find Refuge From This Dual Threat August 18, 2021 Bauman Daily, Investment Opportunities, U.S. Economy
- Time to start “dialing back.”
That’s how Mary Daly, president of the San Francisco Fed, views the Federal Reserve’s stimulus measures. Daly sees less need for support, and she’s hardly alone in her view.
No fewer than eight other Fed presidents have voiced a similar assessment recently. That’s because they are confident about the ongoing economic recovery.
The first place they will start is the Federal Reserve’s massive $8.2 trillion balance sheet, which has swelled by 100% since the pandemic began.
But those views are at odds with the surge in new COVID-19 cases as the delta variant spreads.
Who Wins This EPIC Struggle for Market Leadership? August 9, 2021 Bauman Daily, Investing
- Friday’s non-farm payrolls report capped off a week of strong economic data. It showed that 943,000 jobs were added in July, way more than economists were expecting. More importantly, the leisure and hospitality industry led the way. They accounted for 40% of the job gains last month as you can see in the chart below. […]
The Ultimate Scarce Resource Will Deliver Profits for This ETF August 4, 2021 Bauman Daily, Investment Opportunities, U.S. Economy
- I will remember 2021 for a lot of things, or maybe a lack of things. That’s because shortages are plaguing many industries on a global scale. Cars, computers, microwaves, houses … the list goes on. Part of the blame falls on efforts to create lean supply chains through corporate programs such as Just-in-Time manufacturing and […]
This ETF Predicts the Market’s Next Move July 30, 2021 Bauman Daily, Government & Politics, News, U.S. Economy
- The stock market sure kept us on our toes this week: earnings reports … an announcement from the Federal Reserve … ongoing infrastructure bill drama … rising COVID-19 Delta cases.
And it’s all affecting one corner of the market in particular, which gives us important clues about the sustainability of this current rally.
Today I’ll dig into the details to prepare you for what comes next.
Summer Swoon or Not? July 28, 2021 Bauman Daily, News, U.S. Economy
- It turns out that this is a pivotal week. We have three crucial events that will determine if more record highs are in store, or if the stock market will finally experience a pullback.
Here’s your guide to navigate the volatility...
