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 Ted Bauman | Jan 26, 2022 | Bauman Daily, COVID, Federal Reserve, Momentum, Quantitative Easing, 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...
by Clinton Lee | Jan 25, 2022 | Bauman Daily, Bear Market, capitulation, Federal Reserve, Investment Opportunities, Market Volatility, U.S. Economy
I can get pretty geeked out by stock market figures and stats. Like yesterday’s action, for example. The S&P 500 Index was down 4% at one point. Yet it managed to rally and ended the day in positive territory. It was a rally for the record books, for sure. That’s...
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...
by Angela Jirau | Jan 10, 2022 | Bauman Daily, Education, Federal Reserve, Government, Interest Rates, tapering, Tech Stocks, U.S. Economy
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...
