Latest Insights on FAT
What the Smart Money Did on Friday and Monday February 2, 2022 Big Picture. Big Profits., News, U.S. Economy My 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.
AT&T’s Out Of Time Warner; Dirty Digital Deeds Done Dirt Cheap February 1, 2022 Great Stuff Time Warner Keeps On Slippin’, Slippin’, Slippin’ Great Ones, remember last week when we reported on AT&T’s (NYSE: ) quarterly earnings report? T stock plunged nearly 9% following the report, despite beating Wall Street’s earnings and revenue targets. Part of the problem was that AT&T provided guidance that included soon-to-be-divested businesses WarnerMedia and Xander, AT&T’s […]
Nvidia’s Call To ARM; IBM’s Mic Drop & Google’s Privacy Pop January 25, 2022 Great Stuff Nvidia Throws Hands Over ARM Holdings Somebody once told me Nvidia’s (Nasdaq: ) gonna roll me. He ain’t the sharpest tool in the shed. They were looking kinda dumb, said the ARM deal wouldn’t come and that Nvidia soon would be dead. Well, the hits start coming and they don’t stop coming. The Fed makes […]
Beyond’s Janky Jerky; Meta’s Content Con; Ford’s Footing Falters January 20, 2022 Great Stuff The Misery Of Meatless Mimicry Mockeries I hope you brought your appetites, Great Ones — and strap on those feed bags! Pea-rice-potato burgers are back on the menu. Umm … can I politely decline? Don’t worry about being polite; not even an empty stomach could get me to savor the news Beyond Meat (Nasdaq: ) […]
The One About Chips, Dips & Witty Quips January 14, 2022 Great Stuff Friday Feedback: The “Chips” Edition Are you ready, Great Ones? Aye-aye, Mr. Great Stuff! Oooooh! Who writes about Wall Street in Kentucky! Mr. Great Stuff! Yellow absorbent and porous is he! Mr. Great … wait, what? It’s best if you don’t think about it too much… It’s Friday Feedback, Great Ones! The day we riffle […]





