Latest Insights on BBL
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.
Avoid This Options Newbie’s Catastrophic Mistake January 13, 2022 Trading Strategies, Winning Investor Daily This young trader was widely mocked online for his foolishness. But it isn’t easy to make money from options.
Beware the Stock Market’s Growth Stock Sale January 12, 2022 Big Picture. Big Profits., Investing, Investment Opportunities When it comes to toying with your emotions, there’s probably no place worse than the stock market. That’s because our instincts and built-in tendencies serve us poorly as investors. There’s even a growing field to study and explain these “behavioral biases.” Some are well-documented, like herding. That’s where investors just follow what everyone else is doing (which is a bad idea, of course).But there’s another instinct I’m seeing a lot more of lately. And like all the others we fall prey to, when followed blindly, it can do real damage to your portfolio. That is: the urge to buy something on sale.
Illumina’s Glow-Up; Rivian Retreats & Sound The Taco Bell January 11, 2022 Great Stuff Biotech: It’s What’s For Breakfast Goooooood mooooorning, Great Ones! I hope your appetites are as big as those bright, beaming eyes … it’s breakfast time! Great Stuff, it’s like … five o’clock in the evening? You doin’ okay? Writing on an empty stomach again? Wall Street’s been in an Early Bird Special mood so far […]
The Fed’s Great Switcheroo January 7, 2022 Big Picture. Big Profits., Education, U.S. Economy The narrative around the Fed’s increasingly hawkish stance is that it’s reacting to consumer price inflation. That’s part of it, but I’m convinced Powell & Co. are playing at a much bigger game. Ever since the great financial crisis, asset markets have become unhealthily dependent on easy money. Besides exacerbating inequality, artificially inflated asset markets are prone to bubbles and bust. That’s why the most incisive market watchers have been saying for a long time that the Fed’s biggest challenge is to end this dependency once and for all. If that’s what the Fed is doing, how’s it going to affect markets? More importantly, which assets will suffer, and which will prosper?





