Latest Insights on NVO
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. The Fed’s Digital Dollar Would Save You Money
February 2, 2022 Currency, Winning Investor Daily
It’s still the same U.S. dollar, just in a digital form. The Fed’s report highlights the advantages of this approach. Robinhood? More Like Robber Baron
February 1, 2022 Investing, Trading Strategies, True Options Masters
Mike spent his weekend brushing up on market history — and realized Robinhood bears an uncanny resemblance to this notorious robber baron.... The Fed Kills the Momentum Trade
January 28, 2022 Big Picture. Big Profits., Economy, Investing
In 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. Lithium’s Lift-Off; Or, Tesla Tests Its Cyber-Luck
January 27, 2022 Great Stuff
Lithium Slips Into Ludicrous Speed You say you want an energy revolution, yeah? Well, we all want to charge the world. You say it’s just EV-lution, yeah? Well, you know … electric vehicle (EV) sales have pushed global lithium prices into the stratosphere this past year. Sir, the Beatles did not sing that… No, and […]