Moody’s brought a lot of serious points up when it downgraded the credit ratings of the United States. Now the U.S. has no ‘AAA’ credit ratings from any of the three major […]
U.S. Faces Bone-Crushing Yield Spreads Versus Other Top Nations
Why JPMorgan Just Upgraded Emerging Market Stocks (After Moody’s U.S. Downgrade)
We now all know that the United States lost its final ‘AAA’ rating after Moody’s downgraded the sovereign rating to ‘Aa1.’ The move has been “on the verge” with warnings for […]
And the Biggest Mega-Cap Trade Winners in a U.S./China Tariff Deal Are…
The financial markets were not counting on a U.S.-China trade deal being reached over the weekend. Treasury Secretary Scott Bessent has already said that this trade agreement, which the details are still […]
About That Negative GDP, and About That 2025 Recession….
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 […]
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 […]
Why Bitcoin Is Finally Proving Itself as a Standalone Asset Class
Bitcoin is sometimes hard to describe outside of simply being a digital asset and alternative asset at the same time. And explaining its wild price gyrations, particularly on weekends and in the […]
Tactically Speaking: 20 Stocks Immune to the U.S. Tariffs and Trade Wars
The day of tariffs has finally arrived. Stocks around the world reacted quite negatively, not in celebration of Liberation Day, as the reciprocal tariffs were deemed to be the worst case scenario […]
Is Apple Still Really a Buy with Tariffs After Worst Day Since 2020?
The day of tariffs has finally arrived. It’s touted as Liberation Day, but the reaction from stocks around the globe doesn’t feel all that liberating. The world’s stock markets reacted quite negatively […]
U.S. Now Carrying Entire World Bond Markets
The U.S. Federal Reserve and the U.S. Treasury are currently in a major bind over interest rates. The Treasury is now spending over $1.1 billion per year in interest alone as debt […]
DeepSeek Sent a $500-Billion Wipe-Out to AI Valuations
Is the Chinese AI DeepSeek going to topple AI as we know it in the United Stated and the Western hemisphere? The answer remains to be seen but the destruction of value […]
2025 Outlook: India’s Stronger Case Than China for Tactical Investors
Tactical Bulls is featuring international markets which may potentially outperform the United States in 2025. Major stock market strategists are calling for another 8% to 10% gains for the S&P 500 in […]
Did China Signal a Tactical Bottom in Gold?
Gold has been quite volatile in 2024. The reality is that a lot of the bullish stance for gold was interrupted over the last 45 to 60 days. U.S. growth and interest […]
How Goldman Sachs Sees the Trump-Effect in Stocks and Tariffs
The 2024 election is now finally over. Donald Trump will be the next President of the United States and it appears that the Republican party will have control of both houses in […]
Massive Financial Market Reactions as Trump Beats Harris/Biden
As investors awake on Wednesday morning, the financial markets were surging as Donald Trump has been projected by all major media outlets to win the 2024 Presidential election in a monumental victory […]
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 […]