Latest Insights on ALB
Sony’s Bungie Leap Of Faith; Space Debris Debates; Beyond’s Big Upgrade
January 31, 2022 Great Stuff
Wall 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 […] 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 […] Ted vs. ARKK
January 14, 2022 Big Picture. Big Profits., Investing, Trading Strategies
One of the hallmarks of an asset bubble is that investors increasingly rely on “faith and love” to justify their decisions. Indeed, hanging on to promising stocks when they’re down is critical to long-term returns. That’s why I always remind Bauman Letter readers to stay smart and tough. But the smart part is critical. In today’s video, I look at recent market performance in the context of rapidly rising interest rate expectations to identify the stocks that justify faith and love … and those that don’t. Risky Business, Crypto Causalities & Plug Prophesying
January 7, 2022 Great Stuff
Friday Feedback: The “Risk Tolerance” Edition Welcome one and all to the Greatest Show in Finance!* (* Your results may vary. Terms and conditions apply. See the back of the cereal box for details.) It’s Friday Feedback day here at Great Stuff. Today’s the day that we dive into the Great Stuff email inbox and […]