Latest Insights on EGAN
Beyond’s Janky Jerky; Meta’s Content Con; Ford’s Footing Falters
January 20, 2022 Great Stuff
The Misery Of Meatless Mimicry Mockeries I hope you brought your appetites, Great Ones — and strap on those feed bags! Pea-rice-potato burgers are back on the menu. Umm … can I politely decline? Don’t worry about being polite; not even an empty stomach could get me to savor the news Beyond Meat (Nasdaq: ) […] Warren Buffett: Trader in Disguise
January 18, 2022 Investing, Trading Strategies, True Options Masters
Traders don't hold stocks forever — and neither does Warren Buffett, contrary to what many of his followers believe... 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. Why Small Caps Need the Fed in 2022
January 12, 2022 Investing, Trading Strategies, True Options Masters
2007 was arguably the last ordinary year for investors — and looking back, Amber sees some important implications for small caps in 2022. Get Ready for 2022’s “Big Short”
January 11, 2022 Big Picture. Big Profits., Economy, Investing
Originators handed out adjustable-rate mortgages (ARMs) like Halloween candy. Big banks packed them into MBS. They bribed agencies for AAA ratings. Then they sold them to unsuspecting investors. The shorts predicted that when ARMs began to reset in the second quarter of 2007, the MBS market would collapse like a Jenga tower .That’s exactly what it did. Their short bets earned them billions. The rest of the financial system collapsed. All through the movie, I kept asking myself one question … where’s the opportunity for today’s Big Short?