by Ted Bauman | Feb 9, 2022 | 2022, Bauman Daily, Economy, Investing, Market Volatility, Trading Strategies
Friday morning was a sight to behold. Our biggest snowfall this winter left a glistening white landscape everywhere you looked around my house … not to mention three very excited kids getting an extended weekend after schools closed. But the beauty on the surface...
by Ted Bauman | Feb 8, 2022 | Bauman Daily, Economy, Gilded Age, Great Financial Crisis, Interest Rates, Investing, Investment
I’m a born citizen of the United States, and a naturalized citizen of South Africa. Superficially, they seem like very different places. But under the hood, there are some striking similarities. Being in Cape Town for the last week reminds me of that. Thanks to...
by Clinton Lee | Feb 1, 2022 | Bauman Daily, Bear Market, Economy, Investing, Investing Strategy, market correction, Market Volatility
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...
by Ted Bauman | Jan 28, 2022 | Bauman Daily, Economy, Fed, Federal Reserve, Investing, Market Volatility, Momentum, Momentum Stocks, trade
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, I walk us through the consequences of the Federal Reserve’s recent hawkish turn. Even after big declines...
by Angela Jirau | Jan 24, 2022 | Bauman Daily, Economy, Federal Reserve, Investment Opportunities, Sectors, Technology, Value Investing
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...
by Ted Bauman | Jan 11, 2022 | Bauman Daily, Bond Yields, Consumer Spending, Crypto, Economy, Federal Reserve, Interest Rates, Investing
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...
