Latest Insights on MSFT
Not-So-Pretty Poison, Earnings In The Sac, Dave & Busted Housing
March 29, 2022 Great StuffEvery Market Has Its Thorns… Great Ones, they say that Chex Mix is a bag of interesting. But I wonder what the marketing wizards at General Mills would call a “potentially poisonous mix?” Clearly, “potentially poisonous mix” doesn’t roll off the tongue like Chex Mix … but I guarantee you boxes of “Potentially Poisonous Mix” […]
What the Smart Money Did on Friday and MondayMy reaction to those big up days was probably like yours. Momentum (aka growth) stocks in The Bauman Letter’s model portfolio have taken a beating since the beginning of the year. So has my personal portfolio. So, when those stocks jumped like a frog off a hot highway on Friday and Monday, I breathed a sigh of relief.“ The worst must be over. The smart money is piling back in.” That’s what I wanted to think. But the facts tell a different story … and prove why smart investors ignore short-term moves like these.
Sony’s Bungie Leap Of Faith; Space Debris Debates; Beyond’s Big Upgrade
January 31, 2022 Great StuffWall Street Hoth No Fury… Is there anybody out there?! Can anybody hear me?! Dude, I’m right here. You don’t need to yell. Oh, sorry … didn’t mean to go all Titanic on you. You might not be able to tell by the frozen tundra wastelands outside the window, but the market’s just heating up […]
Apple’s $124 Billion Cult of Personality, PLUG-ing Back in & An EV Road Trip
January 28, 2022 Great StuffFriday Feedback: The “$124 Billion Question” Edition Great Ones, I don’t cover Apple (Nasdaq: ) much at all. And there’s a reason for that… I don’t like Apple. I don’t like its walled garden App Store. I don’t like how Apple software and devices don’t play nice with my Windows-based laptops and PCs. I don’t […]