As each year starts to wind down there are always forecasts about what to expect in the coming year. 2024 has been all about generative-AI in the IT world. That GenAI spending […]
Long-Term AI Spending Growth to Trump Data Center Spending Growth
BofA’s $3,000 Not-Scary-Enough Gold Scenario: Safer Than Treasuries?
Gold is going to $3,000 per ounce. That has been the stance of Tactical Bulls and its founder for some time. There is of course no guarantee about $3,000 gold. Zero. And […]
Government Budget Woes: Runaway Spending vs. “Fair Share” in Taxes
You have probably heard it before that the United States government has a massive spending problem. You have also probably heard countless times that the wealthy need to “pay their fair share” […]
The Fed’s Other Inflation Worry — International Prices Effect on U.S. Inflation
The Federal Reserve’s dual mandate is to foster full employment and price stability in the United States. The Fed has a 2.0% to 2.5% target for inflation. Sure, 2% and under would […]
As 10-Year & 30-Year Treasuries Back Up Over 4%… Time for Fear or Greed?
Something odd is happened in the bond market. The yield on the 10-Year Treasury note went back up over 4.00%. It may not last long, but it is rather peculiar. The Federal […]
What the Port Strikes Will Cost You
The International Longshoremen’s Association (ILA), the largest union of maritime workers in North America, is on the verge of a major strike as it negotiates a new Master Contract Agreement with the […]
Spoiler Alert: U.S. Treasury Yields Still Too High vs. R.O.W.
The U.S. Federal Reserve has finally begun its interest rate cutting cycle. The 50 basis-point cut to the Fed Funds rate does of course help businesses and borrowers alike. That cut was […]
China Stocks One-Day 8% Stimulus Gains — Too Much, or Just the Start?
The United States has finally seen the Federal Reserve begin its interest cutting cycle, with more cuts to come and more of the Fed’s securities to be sold off. This represents the […]
How Markets Are Looking Into 2025 As Rate Cuts Take Hold
Now we all know that the Federal Reserve has finally kicked off its campaign to lower interest rates. Being able to see exactly what is going to happen in financial markets in […]
Immediate FOMC Rate Cut Dilemma: Market Indicators Over Recession Odds
The Federal Reserve is about to embark on an interest rate cutting campaign. Finally! After 11 interest rate hikes, the Fed Funds rate has remained at the same 5.25% to 5.50% range […]
“Corporate Greed” & “Price Gouging” Roles in Inflation Are False Flags
The inflation that was seen from 2021 into 2024 was higher than any person under 40 has ever seen in the United States. Prices soared. Money was printed (or digitally legered) endlessly […]
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 […]
Forget the Fed – Why $3,000 Gold Still Looks Likely
Gold has enjoyed its status as the world’s most valuable safety trades for centuries during periods of great uncertainty. And you have also heard the term “Don’t fight the Fed!” So what […]
How Wall Street Is Sticking With CrowdStrike, So Far
CrowdStrike Holdings, Inc. (NASDAQ: CRWD) has become a company that is almost everywhere. You probably don’t even know the services you use rely on the company. And in the last 72 hours […]
Why Goldman Sachs Cautions About Endless A.I. Upside Ahead
It is undeniable that the technology sector is acutely focused on artificial intelligence in 2024. For that matter, most companies that are not even in technology are trying to see what AI […]
Know Your 10 Most Costly Home Building Product Categories
Owning a home can be a core strategy to save towards your retirement. If you have lived in your home for 10, 15 or 20 years ahead of retirement, there’s a good […]
Is “Peak Oil” Still a Decade Away?
The term “peak oil” has been spoken about for many years. This is simply when the world’s oil demand will peak, and then followed by how demand should likely begin to contract. […]
What Happens to Economies as Global Population Shrinks (This Century!)?
There is a small secret about the continual growth of the global economies. The economic models of today all require growth in the future years for successful planning. More output and even […]
More Housing & Home Improvement Pain to Come
Mid-2024 is a time when big ticket consumer items and the housing markets are both under pressure. Tactical Bulls has previously warned that the housing market in mid-2024 greatly favors home buyers […]