The U.S. economy has entered into negative territory on GDP for the first quarter of 2025. That’s not good, and it worse than what was expected. It would be naive to ignore […]
About That Negative GDP, and About That 2025 Recession….
Actually, Tactical Investors Should Be Tracking Large Stock Buybacks!
Investors should know what really drives stocks. It turns out that one and only factor that ultimately drives stocks higher over time is not just good news. It’s not even investor sentiment, […]
Top Analyst Upgrades Include Apple, (Micro)Strategy, SBA, Trade Desk & More
Wall Street has enjoyed a handy recovery from the April lows, but the overall attitude of the market is still being weighed on by the S&P 500 being down 6% year-to-date. The […]
Very Few True Analyst Upgrades for Tactical Bulls to Pick From, But…
Tactical Bulls are having a harder time finding reliable themes and sectors for much upside in 2025. There are still opportunities, but they are generally much more selective. Stocks have bounced handily […]
Actual 2025 Performance of All Major Markets Feels Worse Than It Looks
It has been a rough 2025 for U.S. investors. The last full week of April saw a cheerful 4.6% gain for the week in the S&P 500, but that top stock index […]
How the Wealthy Might Prevent a Recession
The media keeps insisting that the U.S. on the verge of a recession. The warnings are harsh, but they may be overlooking the most obvious point that roughly 70% of GDP is […]
Wall Street Picks 20 Stocks to Buck Tariffs, Trade Wars, Stock Market Carnage
The S&P 500 has bounced back handily from April’s tariff and trade war-induced lows. This is great news for equity investors who felt like they were floating on driftwood in a sea […]
Charles Schwab’s Tactical Journey from Troubled to the Golden Child
It was not that long ago when The Charles Schwab Corporation (NYSE: SCHW) was having lots of trouble looking forward. Zooming toward the summer of 2025 is a totally different outlook. If […]
The (Very Few) Analyst Upgrades in a Tough Market
The Dow and S&P 500 have bounced back handily in recent days. A 6% recovery for the S&P 500 in just a week’s time would be impressive at almost any time. The […]
Chipotle’s Tactical Investor View: Value Stock or Growth Stock?
There is a very painful process that long-term investors have to endure sometimes. It is when growth stocks begin to reach maturity and have to simply become cyclical stocks. This is a […]
Wall St. Pre-Earnings Slaughter for Amazon, Apple, Microsoft, NVIDIA
Investors have seen the bull market get slaughtered during April of 2025. It’s all about trade wars, tariffs, China restrictions, a slowing economy, political infighting in Washington, D.C., interest rates, deficit spending, […]
Boeing’s Tactical Case for Its Turnaround
Investors love a good turnaround story. That is particularly true when it is a great All-American brand that is one of the most recognized companies. Boeing Co. (NYSE: BA) has been in […]
Wall Street’s Safe-Haven Stocks For a Market in Turmoil
Right now the market is driven by uncertainty. Tariffs into a trade war, political infighting, attacking the Fed, deficit spending and higher interest rates. It’s all in the daily news flow creating […]
Trump 2.0 Stocks After Sell-Off: Can Top 20 Stocks of 2017 Still Win in 2025?
Investors have been having a hard time in 2025. The initial “Trump Bump” has so far been beaten down by tariff woes, trade war risks, government spending cuts and an international investor […]
15 Stocks Wall Street Loves Despite Tariff and Recession Risks
Investors are being bombarded with daily news on tariffs, a trade war with China, government spending cuts and more all leading to a recession. And to call April a month of high […]
United/Airlines Outlook 2025: When the Worst of Times is the Best of Times!
Investors know that the airline stocks are highly sensitive to economic cycles. In some ways, they are hyper-cyclical stocks. And 2025 has turned from a boom to bust economy for airline stocks. […]
Fund Managers Take Aim at U.S. Exceptionalism & Exit U.S. Investments
BofA Securities has released its Global Fund Manager Survey for April 2025. Despite the recent recovery in stocks, the data looks rather negative even as some investors are hoping that the bounce […]
6 Stocks to Buy Into the Tariff Turmoil
All we hear about now is tariffs. On the cable networks, online news, newspapers and even radio. Tariffs, tariffs, tariffs. Well, the world has to move on at some point. At the […]
Will the Apple Upgrade Thesis on Tariffs Hold Up for Major Tech Stocks?
If there is one U.S. technology titan dependent upon China and other nations targeted with tariffs in Asia, look no further than Apple Inc. (NASDAQ: AAPL). Apple’s shares have been crushed during […]
Time for an Alt-Assets Weekend!
Heading to Strongsville for the longest running vintage sports cards! Time for some alt-assets!!!