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Tag: Interest Rates

Ted vs. ARKK

Ted vs. ARKK

Posted by | Jan 14, 2022 | , ,

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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Get Ready for 2022’s “Big Short”

Get Ready for 2022’s “Big Short”

Posted by | Jan 11, 2022 | , ,

Originators handed out adjustable-rate mortgages (ARMs) like Halloween candy. Big banks packed them into MBS. They bribed agencies for AAA ratings. Then they sold them to unsuspecting investors. The shorts predicted that when ARMs began to reset in the second quarter of 2007, the MBS market would collapse like a Jenga tower .That’s exactly what it did. Their short bets earned them billions. The rest of the financial system collapsed. All through the movie, I kept asking myself one question … where’s the opportunity for today’s Big Short?

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The Fed’s Double Game Puts the Hurt on Growth Stocks

The Fed’s Double Game Puts the Hurt on Growth Stocks

Posted by | Jan 10, 2022 | , ,

Two powerful forces have closed in on growth stocks: The Fed and the pandemic. But, what does this mean for the rest of the market? Are we seeing a dot-com peak followed by a waterfall decline … or is this just a rotation that smart investors can profit from? In today’s Your Money Matters, Ted Bauman and Clint Lee discuss the fall of growth indexes, the Fed’s tapering timeline and how you can protect and grow your portfolio.

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2022: The Big Picture

2022: The Big Picture

Posted by | Dec 29, 2021 | , ,

“Predictably unpredictable.” That’s 2021 in a nutshell. The last month was a real doozy. We’ve had a suddenly resurgent pandemic, a major Federal Reserve pivot and stocks swinging in all directions. Many of those same variables will stay in play for the stock market as we head into 2022. Ted put together a terrific list of what to watch for. So, for my 2022 predictions, I pondered a few big-picture challenges and opportunities that lay ahead. Let’s get the obstacles out of the way first…

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