by Ted Bauman | May 14, 2021 | Bauman Daily, Inflation, Investing, Investment Opportunities, Investors, Stock Market, U.S. Economy, Wall Street
Inflation jitters had the markets in the red for most of this week. But are those fears well-founded? Are we facing 1970s-like inflation? I answer those questions in this week’s video. I’ll pick apart April’s inflation report, and discuss whether it forebodes more...
by Ted Bauman | May 4, 2021 | Bauman Daily, Inflation, U.S. Economy
Why is the market so choppy? When it finally finds its feet, where will it go? That’s what Clint Lee, Angela Jirau and I discussed in our Your Money Matters video yesterday. I emphasized something most Americans don’t know about … the dramatic underinvestment in U.S....
by Angela Jirau | Apr 20, 2021 | Bauman Daily, Commodities, Copper, Deflation, Economy, Hard Commodities, Inflation, Investing, Investment Opportunities, Natural Resources, PGMs, Platinum, Platinum Group Metals, Precious Metals, Soft Commodities, Soy Beans, Stock Market, Stocks, Wheat
We’re in the early innings of an important regime change — transitioning from a deflationary to an inflationary environment. That can make it hard to find winning stocks. But one clear beneficiary of this shift? Commodities. In today’s video, Ted and Clint show that...
by Ted Bauman | Feb 19, 2021 | Bauman Daily, Federal Reserve, Inflation, Interest Rates, Investing, Stocks
Outrageous tech sector price-to-earnings ratios stretch the imagination — Tesla’s now stands at more than 1,200 times trailing earnings compared to about nine for the auto industry! Investors are happy to buy at these prices if interest rates and inflation stay low....
by Ted Bauman | Jan 19, 2021 | Bauman Daily, Federal Reserve, Inflation, Stocks, U.S. Economy
Once upon a time, parents told their children scary stories at bedtime to get them to behave. Mine wielded Maurice Sendak’s incomparable Where the Wild Things Are (although I found it more exciting than frightening). What scary stories does the stock market tell...
by Ted Bauman | Jan 15, 2021 | Bauman Daily, Federal Reserve, Inflation, Stocks, U.S. Economy
Wall Street has good reason to worry that rising inflation could send stock prices tumbling. Higher prices in the real economy are inherently bad for the stock market. And — as I show using charts drawn from a recent article by Lyn Alden Schwartzer — three converging...
