The rise and fall of Peloton Interactive Inc. (NASDAQ: PTON) could easily become one on of the top case studies for business school graduates. It went from a “what to do to […]
Peloton’s Tactical View: Buy, Sell or Avoid?
Jon Ogg
Top Analyst Upgrades & Downgrades: Crocs, DexCom, Etsy, Intuit, Nike, Peloton, Ulta, Workday & More
U.S. stocks were trading marginally higher on Friday following Thursday’s sell-off. The markets are awaiting Jerome Powell’s speech in Jackson Hole to get more confirmation to support rate cut hopes for September. […]
Your 4% Treasury Bond Window is Closing Fast: Debt, Rate Cuts, Dividends, Deficits
You can still earn more than 4% purchasing a 30-year Treasury. This may sound paltry compared to the 2024 high of 4.75%, or even more paltry than the 5.10% peak in 2023. […]
What Lower Gasoline Prices Will Mean for You (and the Economy!)
The price of gasoline should go lower in September. That is at least what crude oil futures are indicating after a sharp drop in the last week. If it occurs, it should […]
Top Analyst Upgrades & Downgrades: Ciena, Dell, Lululemon, Snowflake, Target, Zoom & More
U.S. stocks were trading marginally higher on Thursday as markets continue to expect the first rate cut by the Federal Reserve to occur in September. Most companies have now reported their earnings […]
Why Mega-Cap Tech Investors May Win in 2025 as Well
It seems hard to imagine that companies with stock market capitalizations of $1 trillion to $3 trillion can just keep growing in growing. Some of these companies are now larger than many […]
Top Analyst Upgrades & Downgrades: AmEx, Corning, Gap, Lowe’s, MicroStrategy, Palo Alto, Starbucks & More
U.S. stocks were trading higher on Wednesday as markets continue to expect the first rate cut to occur in September. Most companies have now reported their earnings but investors are still digesting […]
A Tactical Bulls View of KeyCorp After the 14.9% Stake by BNS
KeyCorp (NYSE: KEY) has now entered into the “tactical bull” zone. This is now a special situation classification where investors have to decide how to evaluate that Bank of Nova Scotia (NYSE: […]
9 Stocks Wall Street Analysts Want You to Sell Now!
Investors hear Wall Street analysts issuing new “Buy” and “Outperform” ratings almost all day and every day. What investors hear a lot less frequently, outside of those who issue panic-inducing reports […]
Wall Street Sees Chipotle & Starbucks as Biggest CEO News of 2024
It’s now day-two on the news of the biggest CEO move of 2024. Starbucks Corporation (NASDAQ: SBUX) was the de facto winner over Chipotle Mexican Grill, Inc. (NYSE: CMG) as Starbucks CEO […]
Do Tactical Bulls Now Chase Starbucks or Stick With Chipotle?
Starbucks shareholders and customers have one key thing in common — it just doesn’t feel like the same company that it used to be. Going into a Starbucks just doesn’t feel as […]
Top Analyst Upgrades & Downgrades: Baidu, Dell, DraftKings, KeyCorp, Micron, Starbucks, Walmart & More
U.S. stocks were higher on Tuesday on lower wholesale inflation data keeping the potential for a September Fed rate cut alive. Most companies have now reported their earnings but investors are still […]
Top Analyst Upgrades & Downgrades: BP, Bumble, Costco, Fastly, Intel, Lyft, Shopify, Walt Disney & More
U.S. stocks have tried to stage a recovery from the sell-off that started early this week. Thursday’s reaction to jobless claims ticking lower was showing another bounce as S&P 500 futures were […]
Should Tactical Investors Chase or Pass on Lumen’s Massive Stock Surge?
Sometimes you see news reports driving stocks higher that sound almost too good to be true issued by companies that have long been forgotten by investors. Lumen Technologies, Inc. (NYSE: LUMN) is […]
Top Analyst Upgrades & Downgrades: Airbnb, BP, Lumen, Reddit, Rivian, Super Micro, Uber & More
U.S. stocks were recovering handily on Wednesday for a second-day recovery after Monday’s major sell-off. Many companies have been issuing weak guidance with earnings and there are still concerns about companies where […]
Chasing Bankrupt Solar Companies Can Kill Life’s Ambitions
Should investors chase bankrupt companies for their underlying asset values? This is a legitimate question, particularly for “tactical” investors who are willing to invest where others may avoid. It seems hard to […]
Top Analyst Upgrades & Downgrades: Amazon, Apple, CrowdStrike, Meta, Micron, NVIDIA & More
U.S. stocks were trying to stage a recovery on Tuesday after Monday’s disaster was sparked by a major 12$ sell-off in Japan. There is still some caution by U.S. investors as the […]
How Oversold are Bank Stocks? And Will Analysts Defend Rivals?
There is a routine event that occurs after periods of large gains after no major sell-offs in stocks. Profit takers come into the mix, and if valuations and gains became too stretched […]
What Actually Triggers Emergency Fed Rate Cuts
The Federal Reserve’s Federal Open Market Committee (FOMC) controls short-term rates via Fed Funds. The financial markets are usually more in control of intermediate-term and long-term rates. With some fresh media reports […]
Rate Cuts Coming Soon… But Not Recession-Sized Cuts?
Tactical Bulls has maintained for months that the Federal Reserve’s interest rate stance of “higher for longer” is simply a delay rather than a change. The next directional 100 basis point move […]