Alpha Alert’s Ted Bauman: Economist and Investment Adviser

Though born in Washington, D.C., investment adviser and author of Banyan Hill Publishing’s The Bauman Letter moved to South Africa as a young man. It was there he began to understand the interplay between politics and economics.

Although he worked in a variety of executive positions during his time in South Africa, Ted Bauman spent the majority of his time as a fund manager for public housing projects. One of the projects he founded has helped 14 million people in 35 countries.

In the latter part of his career (before coming to Banyan Hill) Ted Bauman was a consultant to national governments and the United Nations. This experience further enriched his understanding of how the interplay of politics and economics impacts societies. In 2008 Ted returned to the US and accepted the office of Director of International Programs for an Atlanta-based non-profit.

In an interview on Inspirey, Ted shared a bit of history and insights. Asked about the time to profitability after joining Banyan Hill, he noted that it came quickly, partly because his father was a well-known writer on financial topics, and partly because of his post-graduate studies in economics and history. He offered that it didn’t take long to create content that attracted attention.

In answer to another question, Bauman said that time management was crucial. He noted that he struggled at times with managing his time, but that knowing those time slots where he could be productive was the key to his success as a writer.

In the interview, Ted Bauman stated that his most satisfying time in business began the day he started writing. Bauman is not only the editor of the aforementioned The Bauman Letter, but also the Plan B newsletter, and the Alpha Alert stock alert system.

Ted Bauman was quoted extensively in a recent article in Forbes entitled, Here’s How the Bull Market Dies. The article notes that although an eventual rise in interest rates could, and would eventually end the market’s run, the more imminent danger is a trade war with China. It notes America’s $330 billion trade deficit with China as compared to its only $500 billion deficit with the rest of the world. Further, it points out the nervousness of many US-based companies that operate in China, as they watch President Trump ratcheting up the tariff battle with China. Those companies earn nearly $100 billion a year from China.

Bauman opined that U.S. capitalists would be the first ones hurt in a trade war with China. A few lines later, Andy Rothman, a strategist with Matthews Asia, reiterated Bauman’s concern, noting that about 30% of the value added from Chinese exports comes from Germany, Japan, South Korea, and Taiwan. Both Bauman and Rothman would seem to agree that a trade war with China is akin to not only shooting one’s self in the foot but also one’s allies.