Latest Insights on NEM
The Goldman Cometh, Amazon Versus Visa & Moderna’s Multi-Pass January 18, 2022 Great Stuff Workers Get Paid, Wall Street’s Afraid I just got paid today, got me a pocket full of change. Said: “Goldman, Goldman, do you got some wool?” Yes, I do, man … and now our profits ain’t full. There’s a sea change coming, Great Ones, and Goldman Sachs (NYSE: ) just let the cat outta the […]
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.
The SEC Won’t Let Hyzon Be; GM’s CarBravo Encore; Fs For Philips January 12, 2022 Great Stuff The SEC Plays Hyzon Seek Great Ones, I’m sure you’re all wondering about Great Stuff Pick’s most controversial stock today: Hyzon Motors (Nasdaq: ). In case you haven’t already heard, Hyzon announced that it received a subpoena from the U.S. Securities and Exchange Commission (SEC). The SEC subpoena seeks documents and information regarding Blue Orca […]
The Fed Can’t Fix Inflation … Because It Didn’t Cause It December 17, 2021 Big Picture. Big Profits., Investing Chair Jay Powell did a masterful job convincing the markets this week that the Federal Reserve would address inflation. But can the Fed actually do anything about it? In this week’s video, I review the history of the Fed’s easy-money policies to show why it can probably do no such thing. The Fed is following […]
Relative Strength Captured 50% Upside… and Avoided 100% Downside December 14, 2021 Investing, Trading Strategies, True Options Masters Mike Carr makes a compelling case for relative strength, with a look at the indicator's timely trade signals on retailer JCP...





