At the end of 2024, the bull market was all set to keep roaring with the “Trump Bump” keeping the economy going strong in 2025. Wall Street strategists were almost universally predicting […]
Tactical investors use incremental opportunities to boost their gains over time. This involves rotations into individual stocks, switching sectors or even switching asset classes entirely. In short, they are going to go […]
Markets hate uncertainty. And even if bull markets do “crawl up a wall of worry,” uncertainty is always a convenient excuse for a big sell-off. Now HSBC’s strategy team is upgrading European […]
Index and ETF investors are getting some serious changes coming to major indexes in a quarterly rebalancing act. The S&P 500 is the biggest index change of them all because it has […]
Economic worries impact the financial markets. When you throw in political risks, those economic worries may become emotionally driven as well. And as 2025 is now more than two months in, the […]
The Magnificent 7 stocks have been the predominant focus of the investing community for more than two years. The top performing theme has been around artificial intelligence, but many other themes like […]
2024 is now history and 2025 has begun. The S&P 500 rose by 23.3% and closed out at 5,881.63 in 2024. Investors are now looking to see what’s in store for 2025. […]
So, 2025 is here! In the aftermath of the Trump victory in November, stocks surged at first. Then the Santa Rally failed to materialize, and stocks returned back to the same levels […]
If investors saw that the Dow Jones Industrial Average was down for 9 consecutive trading days, they might think the next stock market crash was here. The problem is that this isn’t […]
As 2024 is fading rapidly into 2025, many expectations for the new year have already changed. The election is over, the Trump regime has many new plans, and investors are positioning their […]
Tactical Bulls has been tracking the broad equity market gains since election day. While some gains have been more than impressive, the reality is that the gains are far from universal. Some […]
As the last month of 2024 has arrived, investors better start making their plans for how they want to be invested in 2025. The election is over, a new regime is coming […]
Investors often want to know why they should dare keep buy stocks if the stock market is at all-time highs. The reality is that stocks do rise over time, or at least […]
The Federal Reserve’s FOMC has now cut interest rates twice in the last sixty days and the Fed Funds target rate is 4.50% to 4.75%. This is supposed to be good news […]
You have probably heard over and over in 2024 that the U.S. market is just too concentrated in just a few of the largest U.S. stocks by market capitalization. Tactical Bulls has […]
When Goldman Sachs talks, (investing) people listen. At least they should be listening. So, what happens when one of the mightiest and prestigious investment banking giants warns investors that stock returns are […]
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. […]
Momentum investors are generally polar opposites of value investors. While the value buyers may be looking for diamonds in the rough, momentum buys only want to buy the stocks that are already […]
Being a tactical investor usually involves a more active role than buying stocks or ETFs and holding them for years. Then again, some investments manage to keep their advantages for years and […]