Latest Insights on TOL
Sony Caught In A Blizzard; ASML’s Chip Challenge & Boring Bank Stocks
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?
January 19, 2022 Investing, Trading Strategies, True Options Masters
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. Simmer-Down Sunday: Don’t Spread Your Options Too Thin
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 […] The One About Chips, Dips & Witty Quips
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 […] 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.