by Clinton Lee | Dec 29, 2021 | 2022, Bauman Daily, China, Economy, Federal Reserve, Gold, Inflation, Interest Rates, news, predictions
“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...
by Angela Jirau | Sep 27, 2021 | Bauman Daily, China, Evergrande, Federal Reserve, Quant Factors, Trading Strategies, U.S. Economy
The Evergrande crisis shocked the world. Federal Reserve Chairman Powell announced tapering could start as soon as November. And China continued its crackdown on cryptocurrencies. It was bad news for investors across the board. But these threats aren’t the real...
by Ted Bauman | Sep 20, 2021 | Bauman Daily, China, Commodities, Federal Reserve, Real Estate, U.S. Economy
I’ve emphasized the centrality of U.S. government policy to your investments for 18 months. Whether it’s the Federal Reserve, stimulus payments, infrastructure bills or the fight against COVID, what the public sector does has had an outsized influence on stock prices....
by Angela Jirau | Sep 20, 2021 | Bauman Daily, Breadth, China, Investing, Investment Opportunities, U.S. Economy
Markets were down sharply this morning as fears of a possible Lehman Brothers 2.0 unfolds in China. Still, the S&P 500 has defied reason this year, as a handful of big, strong companies, such as Amazon and Facebook, keep pulling the market higher. Beneath the...
by Clinton Lee | Apr 7, 2021 | Bauman Daily, China, ETF, Investing, Investment Opportunities, South Korea, Stocks, trade
Even with a new administration in place, U.S./China relations remain icy. Perhaps that’s why the most recent round of diplomatic talks took place in Anchorage, Alaska. Sparring continues over issues such as trade, technology and human rights. Take trade for example....
