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Latest Insights on TOL

Sony Microsoft You Turned Gamers Against Me Star Wars Meme Sony Caught In A Blizzard; ASML’s Chip Challenge & Boring Bank Stocks
by Joseph Hargett January 19, 2022 Great Stuff
Sony’s Blue Screen Of Death Great Ones, yesterday there was a seismic shift in the video game market. A watershed moment that, if government regulators allow it to stand, will completely reshape the video game landscape … giving rise to a new, more digital market with a multitude of investment opportunities. Yes, I’m talking about […]
Can High Gas Prices Really Sell EVs? Can High Gas Prices Really Sell EVs? It sounds like a reasonable argument, but Amber Hestla sees a huge gap in the logic of EV bulls — and she has the data to prove it.
Evil Kermit Wanna Trade Some Options Meme Simmer-Down Sunday: Don’t Spread Your Options Too Thin
by Joseph Hargett January 16, 2022 Great Stuff
Pandora’s Box Of Options Whale whale whale, would you look at what time it is! Oh no, he’s gonna say it… No, no, we already had our tax season reminder shenanigans last week. And even we humble bean counters don’t want to talk about the IRS that much… We gotta mention the other other thing […]
Dynamite Chips AMD Nvidia semiconductors meme The One About Chips, Dips & Witty Quips
by Joseph Hargett January 14, 2022 Great Stuff
Friday Feedback: The “Chips” Edition Are you ready, Great Ones? Aye-aye, Mr. Great Stuff! Oooooh! Who writes about Wall Street in Kentucky! Mr. Great Stuff! Yellow absorbent and porous is he! Mr. Great … wait, what? It’s best if you don’t think about it too much… It’s Friday Feedback, Great Ones! The day we riffle […]
ARKK and Stocks Relying on Faith Despite Rising Interest Rates Ted vs. ARKK 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.

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