Tactical Bulls does not cover individual earnings reports on an in-depth basis. Instead, the focus is on what the earnings and guidance really mean for each company, and if applicable their sector […]
The NVIDIA Tactical vs. Secular Case Changes Sharply
Federal Reserve (Accidentally) Blesses Kroger-Albertsons Merger Showing True Inflation Blame
Corporate greed is the reason behind every problem, right? Not so fast. The pending merger with The Kroger Co. (NYSE: KR) and Albertsons Companies, Inc. (NYSE: ACI) has been “pending” for a […]
Time to Rethink Tesla’s Entire Business Model?
Many investors still just think of Tesla, Inc. (NASDAQ: TSLA) in two simple ways — Tesla’s EV dominance and Elon Musk. It is all too common for investors to focus on earnings […]
Top Analyst Upgrades & Downgrades: Affirm, CrowdStrike, NVIDIA, Okta, Salesforce, Tesla & More
U.S. stocks were indicated higher on Thursday despite NVIDIA trading lower after earnings. With the Dow having hit all-time highs this week, and with the S&P 500 and NASDAQ having pulled back […]
Is Super Micro Now a Deer or a Wolf Caught in the Headlights?
What’s the best way for a growth company to make an active short seller feel one-hundred percent justified in publishing negative articles? By almost immediately helping to stoke some of the concerns […]
Top Analyst Upgrades & Downgrades: Albermarle, Box, Illumina, MercadoLibre, Moderna, PDD, Ulta & More
U.S. stocks were looking for direction on Wednesday morning. This week the Dow hit an all-time high but many tech stocks have pulled back to weigh on the S&P 500 and NASDAQ-100. […]
3 Solid Dividends in Consumer-Facing Stocks to Win in Lower Interest Rates
The Federal Reserve is finally set to lower interest rates. When those 11 rate-hikes will be partially reversed remains up for debate, but the next 100 basis point move in rates is […]
Two High-Yield Dividend REITs to Thrive as Interest Rates Get Cut
Interest rate cuts are finally coming. The “When” is still up in the air, but the bond market and interest rate futures contracts are all signaling lower rates in the September to […]
Top Analyst Upgrades & Downgrades: BlackRock, Cinemark, Energizer, Hershey, Immunic, PDD & More
U.S. stocks were looking for direction on Tuesday morning after the Dow hit an all-time high and the S&P 500 and tech stocks pulled back on Monday. The market remains excited that […]
Will Lower Interest Rates Help Starbucks or Chipotle More?
Starbucks Corporation (NASDAQ: SBUX) and Chipotle Mexican Grill, Inc. (NYSE: CMG) have both entered the “special situation” investment classifications. They are considered special situations for completely opposite reasons, but those are 100% […]
Top Analyst Upgrades & Downgrades: Micron, Nucor, Peloton, SentinelOne, Wayfair, Zscaler & More
U.S. stocks were looking for direction on Monday morning. The market was excited that Jerome Powell finally admitted that the time for rate cuts is soon, but the financial markets have also […]
2 Utility Dividend Stocks to Thrive When Interest Rates Are Cut!
In case you haven’t heard, the long overdue interest rate cuts are finally coming. The “when” still remains up in the air, but the bond market and interest rate futures contracts have […]
2 Financial Stock Dividends to Thrive When Interest Rates Are Cut
Interest rate cuts are finally coming. When that will be still remains up in the air, but the bond market and interest rate futures contracts are all signaling lower rates in the […]
Peloton’s Tactical View: Buy, Sell or Avoid?
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 […]
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 […]