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 […]
Would 4.5% to 5.0% Long-Term Treasury Yields Crush Stocks?
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 […]
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 […]
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 […]
Tactical Paradox: 3 California Utilities Become Tactical Buys
The phrase “It’s time to buy California utilities stocks” is probably difficult for many investors to fathom. Difficult disasters like fires, earthquakes, mudslides and floods make up one part. But the hardest […]
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. […]
The Upgrades & Price Target Hikes Cycle in Utilities Has Begun
The S&P 500 was last seen up 10% in 2024 and was up 27% from this time in 2023. The utilities sector has lagged by many means. Suddenly, utilities are back in […]
Why Utilities Stocks Finally Look Safe
A choppy economy is supposed to be good for defensive investors looking for safety in the utilities sector. After all, try living these days without water, electricity and even natural gas. Unless […]