Stocks were indicated to open marginally higher on Friday after a very slight recovery from this week’s selling. A weak report on Durable Goods did not move the needle much on Friday, […]
Top Analyst Upgrades & Downgrades: Baker Hughes, Capital One, Deckers, GM, Honeywell, T-Mobile, Western Digital & More
Why Rising Long-Term Treasury Yields Look So Scary This Time Around
The Federal Reserve’s FOMC finally got around to cutting interest rates by 50 basis points in September. It is, or was, supposed to be the first of multiple interest rate cuts. Now […]
Why GM Remains in the Tactical Zone
General Motors Co. (NYSE: GM) was featured in June as “Trumping Ford” for tactical investors. The call was not foreshadowing, nor was it any assured outcome. It’s just how the tea leaves […]
Top Analyst Upgrades & Downgrades: Alibaba, Boeing, ICON, IBM, NextEra, Sempra, Verizon
Stocks were mixed on Thursday with earnings season in full swing. The Dow was indicated to open lower but the S&P 500 was trying to bounce after three days of losses after […]
Tactical Speculation: $300M Biotech with a $2 Billion Opportunity
Amylyx Pharmaceuticals, Inc. (NASDAQ: AMLX) was left for dead earlier in 2024 after formally withdrawing from marketing approval for RELYVRIO/ALBRIOZA in ALS trials. This was nearly a $20 stock in February, and […]
It’s Almost a Housing Recession, But…
You keep hearing the financial media talk about the next recession and the ongoing uncertainty. Most of us agree that a series of rolling recessions have been seen in various sectors over […]
Long-Term AI Spending Growth to Trump Data Center Spending Growth
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 […]
Top Analyst Upgrades & Downgrades: Alcoa, Coinbase, Enphase, GM, McDonald’s, Starbucks, TI & More
Stocks were indicated to open lower again on Wednesday with major equity indexes indicated down 0.3% to 0.5% in early indications. The election is now less than two weeks away and many […]
Does Election Leave Tactical Upside for Infrastructure Leaders?
Many things are very different in the 2024 election cycle. One standout issue not being discussed endlessly is the ailing U.S. infrastructure. We all know the infrastructure needs serious attention. Issues like […]
Top Analyst Upgrades & Downgrades: Apple, AppLovin, Block, Costco, Dollar General, First Solar, Walgreens, Walmart & More
Stocks were down across the board on Tuesday after Monday’s sell-off, but only by about 0.4% to 0.6% for the major stock indexes. This is also after the Dow and S&P 500 […]
Top Analyst Upgrades & Downgrades: ASML, GE Vernova, Gilead, IBM, JD.Com, Robinhood, Taiwan Semi & More
Stocks were indicated to open marginally lower on Monday after the Dow and S&P 500 have been challenging all-time highs in recent trading days. The election is barely two-weeks away. Many investors […]
10 Dividends of 4% to 8% to Outperform from 2024 into 2025
Every investor who has a long-term investment plan to get to retirement age has a dividend strategy. If dividends are not at least a part of that overall long-term plan, they better […]
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” […]
Netflix: Lessons of Many Analyst Upgrades Ahead of Earnings
Netflix Inc. (NASDAQ: NFLX) is proving the point that perhaps investors should pay attention when price targets and ratings get raised by many analysts in a short period of time right before […]
Why JPMorgan Sees Even More Upside in AI Data Center Electric Providers
Investors often look deep into calls when outsized upside is projected. That’s particularly true when they get new “street-high” target prices from bulge bracket firms on Wall Street. Now add in that […]
Top Analyst Upgrades & Downgrades: Amgen, Clear, DoorDash, Gilead, Meta, Nokia, Palantir, Uber, Visa & More
Stocks had seen gains on Wednesday and were indicated higher on Thursday after TSM saved the chip stocks and as the European Central Bank lowered interest rates for the third time. Many […]
A Tactical Dilemma on Walgreens Boots Stock After the Pop
There is a key difference to being a tactical investor and a special situation investor. Sometimes the two coincide, but tactical is more short-term while special situations can take months or even […]
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 […]
Top Analyst Upgrades & Downgrades: Alphabet, ASML, BofA, Cisco, Citi, Netflix, Rio, Starbucks, Disney & More
Stocks took a breather on Tuesday and were then mixed on Wednesday after the semiconductor sector was rocked hard by ASML’s key revenue warnings for 2025. Still, the Dow and S&P 500 […]