Latest Insights on SWIM
Intrinsic Snake Oil, Should You Stay Or Should You Go & Aero Song Smiths
May 13, 2022 Great StuffFriday Feedback: The “Intrinsic Oils” Edition Great Ones, I hope you’ve had your Wheaties… ‘Cause you’re gonna need them for today’s Friday Feedback discussion about cryptocurrencies and essential oils … erm … I mean intrinsic oil. No, that’s not right either… Intrinsic value. Cryptos and intrinsic value … that’s what we’re talking about today. How […]
$18 Billion in 1 PictureWelcome to your new Monday Market update! This weekly special edition covers the “Big Picture” factors at play in this week’s headline — so you can stay ahead of the trends with ease!
Plug Powered Wally World, JNJ’s Unusual Guidance, Your Chips Needham
April 19, 2022 Great StuffShop Smart! Shop H-Mart! Great Ones, today we’re going to talk about Walmart (NYSE: ), Plug Power (Nasdaq: ) and lift trucks … 9,500 of them to be exact. That’s … oddly specific. Go on. Now, these lift trucks aren’t your grandfather’s lift trucks. They don’t run on smelly natural gas. Anyone who’s ever worked […]
The Fed Kills the Momentum TradeIn June 2020, Barstool Sports founder and wannabe investor Dave Portnoy infamously said that “stocks only go up.” In 2022? Sorry Dave. In today's video, Ted Bauman walks us through the consequences of the Fed's recent hawkish turn. Even after big declines since the beginning of the year, there's plenty of overvaluation in the market still. Ted reviews the history of stock performance in Fed tightening cycles, which is better than you might imagine. But there's one big fear hovering over the market … what if the Fed is tightening into a downturn? That would be bad and not just for momentum stocks.