4 ETFs to Maximize on This Market Rotation
Last week, growth stocks dropped into correction territory as investors scrambled to reposition themselves for a Federal Reserve-dominated year. Many analysts and the talking heads are saying now is the perfect time to buy the dip. This is true, but only if you do it...
Ted’s Plan to Profit From Sector Rotation
As of Wednesday, the top technology growth stocks were down 8.5% in the Nasdaq 100. That’s why in today’s video, I show you how rapidly rising interest rate expectations are driving massive rotations in the stock market. I explain the concept of “duration” and predict...
The Stock Market Is Losing Its Skittles
After finally receiving a decent snowfall in Ohio this weekend, I did what I normally do. I took my kids sledding at a nearby park. Down the hill, then charging back up … rinse and repeat. I did my best to keep up with them, but I eventually ran out of gas, while I...
The 5 Key Indicators That Say “Buy” or “Stay Away”
Investors have rediscovered stock market “fundamentals.” At least that’s how it seems from my email inbox. I got many positive responses to last week’s article, in which I applied fundamental metrics to the Ark Innovation ETF (NYSE: ARKK). I elaborated on this in...
The Investment of the Decade
In today’s Your Money Matters, Clint Lee and Ted Bauman discuss what Ted calls the “investment of the decade.” Crypto? Pot stocks? NFTs? Nope. But it is the investment that has created more wealth than any other in human history. It’s a classic play on supply and...
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...
Beware the Stock Market’s Growth Stock Sale
When it comes to toying with your emotions, there’s probably no place worse than the stock market. That’s because our instincts and built-in tendencies serve us poorly as investors. There’s even a growing field to study and explain these “behavioral biases.” Some are...
Get Ready for 2022’s “Big Short”
On Sunday morning, my wife and I watched The Big Short. It’s about four hedge funds that shorted the U.S. mortgage-backed securities (MBS) market starting in 2005. Everyone else assumed MBS were the safest investment on the planet. As clueless Wall Streeters in the...
The Fed’s Double Game Puts the Hurt on Growth Stocks
Two powerful forces have closed in on growth stocks: the Federal Reserve and the pandemic. But, what does this mean for the rest of the market? Are we seeing another dot-com peak followed by a waterfall decline? Or is this just a profitable rotation for smart...
The Fed’s Great Switcheroo
In a LIVE YouTube event, I talk about the Federal Reserve’s great switcheroo. The narrative around the Fed’s increasingly hawkish stance is that it’s reacting to consumer price inflation. That’s part of it, but I’m convinced Powell & Co. are playing at a much...
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