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Simmer-Down Sunday: 1 Biotech Breakfast, Coming Right Up
February 6, 2022 Great Stuff
Comfy Like An Old Pair Of Genes Good morning, all ye Great Ones! Sunday brunch time is upon us once again, and this time, I hope you brought your appetites for weird science. Ugh, why is it always about food with you people? Quiet, you. ‘Twas just a few weeks ago that we gorged ourselves […] Friday Feedback: Pinterest Snaps, Analyst Target Practice
February 4, 2022 Great Stuff
Friday Feedback: The “Why Can’t I Hold All These Earnings” Edition Earnings, earnings everywhere … and more than a few drops to drink. Yes, it’s Friday Feedback, but I’d be remiss if I didn’t alert you to some rather big earnings news today. And we’re talking really big, so let’s get to it, Great Ones. […] What the Smart Money Did on Friday and Monday
February 2, 2022 Big Picture. Big Profits., News, U.S. Economy
My reaction to those big up days was probably like yours. Momentum (aka growth) stocks in The Bauman Letter’s model portfolio have taken a beating since the beginning of the year. So has my personal portfolio. So, when those stocks jumped like a frog off a hot highway on Friday and Monday, I breathed a sigh of relief.“ The worst must be over. The smart money is piling back in.” That’s what I wanted to think. But the facts tell a different story … and prove why smart investors ignore short-term moves like these. AT&T’s Out Of Time Warner; Dirty Digital Deeds Done Dirt Cheap
February 1, 2022 Great Stuff
Time Warner Keeps On Slippin’, Slippin’, Slippin’ Great Ones, remember last week when we reported on AT&T’s (NYSE: ) quarterly earnings report? T stock plunged nearly 9% following the report, despite beating Wall Street’s earnings and revenue targets. Part of the problem was that AT&T provided guidance that included soon-to-be-divested businesses WarnerMedia and Xander, AT&T’s […] The Signal From Junk
February 1, 2022 Big Picture. Big Profits., Economy, Investing
That happened fast. Just 15 trading days for the S&P 500 to hit correction territory (at least on an intraday basis) last week, making it one of the fastest in history to kick off a new year. That’s a bit concerning on the heels of a mostly calm 2021, where the S&P 500 barely registered a 5% decline. Does this sudden burst of volatility tell us something about the stock market? Are we now careening over the edge and staring into a bear market abyss? Before you assume that 2022’s bad start is about to turn into something worse, lean on history to guide you.