Latest Insights on MN
Disney Ducks The Doubters, Uber Delivers & Twitter Quivers
February 10, 2022 Great Stuff
DIS Charming Mouse I would go out to Disney tonight … but I haven’t got a stitch to wear. This Mouse said: “It’s gruesome … that someone like Great Stuff should caaaaare!” Is that … The Smiths? It’s too early for Morrissey. Like, always. It’s a deeper cut, Great Ones, but it checks out. And […] 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 […] Is it Time to Buy Meta?
February 4, 2022 Stocks, Technology, Winning Investor Daily
Let’s take a look at Big Tech’s expected growth rates over the next three years. The Signal From Junk
February 1, 2022 Big Picture. Big Profits., Economy, Investing
That happened fast. Just 15 trading days for the S&P 500 to hit correction territory (at least on an intraday basis) last week, making it one of the fastest in history to kick off a new year. That’s a bit concerning on the heels of a mostly calm 2021, where the S&P 500 barely registered a 5% decline. Does this sudden burst of volatility tell us something about the stock market? Are we now careening over the edge and staring into a bear market abyss? Before you assume that 2022’s bad start is about to turn into something worse, lean on history to guide you. 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.