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Angry. Disillusioned. Doomed? February 8, 2022 Big Picture. Big Profits., Economy, Investing South Africa is drop-dead gorgeous. Its people are the salt of the earth. But it is one of the most unequal societies in the world, which makes it a challenging place to live … to put it mildly. One thing I've learned in my travels is that when inequality reaches extreme levels, dire consequences follow. So, when a new data set on inequality in the U.S. arrived in my inbox, I realized I had the makings of this week's Bauman Daily. If you doubt the relevance to growing and protecting your investments, read on…
Simmer-Down Sunday: 1 Biotech Breakfast, Coming Right Up February 6, 2022 Great Stuff Comfy Like An Old Pair Of Genes Good morning, all ye Great Ones! Sunday brunch time is upon us once again, and this time, I hope you brought your appetites for weird science. Ugh, why is it always about food with you people? Quiet, you. ‘Twas just a few weeks ago that we gorged ourselves […]
Friday Feedback: Pinterest Snaps, Analyst Target Practice February 4, 2022 Great Stuff Friday Feedback: The “Why Can’t I Hold All These Earnings” Edition Earnings, earnings everywhere … and more than a few drops to drink. Yes, it’s Friday Feedback, but I’d be remiss if I didn’t alert you to some rather big earnings news today. And we’re talking really big, so let’s get to it, Great Ones. […]
Meta’s Mega Crash Explained February 4, 2022 Big Picture. Big Profits., News, U.S. Economy In the few moments before I wrote this, I posted three things to Facebook (New Yorker cartoons, if you’re wondering).You know who has never posted a single thing to Facebook? My teenage daughter. And that’s a big problem for the company now known as Meta.
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.





