Latest Insights on URA
The Fed Kills the Momentum Trade
January 28, 2022 Big Picture. Big Profits., Economy, Investing
In June 2020, Barstool Sports founder and wannabe investor Dave Portnoy infamously said that “stocks only go up.” In 2022? Sorry Dave. In today's video, Ted Bauman walks us through the consequences of the Fed's recent hawkish turn. Even after big declines since the beginning of the year, there's plenty of overvaluation in the market still. Ted reviews the history of stock performance in Fed tightening cycles, which is better than you might imagine. But there's one big fear hovering over the market … what if the Fed is tightening into a downturn? That would be bad and not just for momentum stocks. The Nasdaq’s 16% Drop Is a Rare Buying Opportunity
January 27, 2022 Investment Opportunities, Winning Investor Daily
The Nasdaq fell 16% from its all-time high, and some investors are panic-selling. Here’s why that’s a mistake… EV Makers Finally Found a Supply Chain Solution
January 26, 2022 Technology, Winning Investor Daily
Automakers lost control over their supply chains. And they aren’t looking to repeat this mistake with their EV projects. A Very Mean Reversion
January 26, 2022 Big Picture. Big Profits., Trading Strategies, U.S. Economy
Many people believe stock market prices are usually “correct. ”The Efficient Market Hypothesis (EMH) says that, since everybody has access to the same information about a company’s performance, its stock price shouldn’t remain over- or underpriced for long. Try telling that to someone who bought a high momentum stock in late January last year. Nvidia’s Call To ARM; IBM’s Mic Drop & Google’s Privacy Pop
January 25, 2022 Great Stuff
Nvidia Throws Hands Over ARM Holdings Somebody once told me Nvidia’s (Nasdaq: ) gonna roll me. He ain’t the sharpest tool in the shed. They were looking kinda dumb, said the ARM deal wouldn’t come and that Nvidia soon would be dead. Well, the hits start coming and they don’t stop coming. The Fed makes […]