Caleb Monroe

Caleb Monroe

Consumer & Retail Analyst

Consumer analyst covering e-commerce, retail, and branded consumer products. Former product manager with experience in pricing, demand forecasting, and retention analytics. Focuses on unit economics, cohort behavior, brand strength, and margin structure under different promotional environments.

Articles 786

Jan 28, 2026 Finance

UnitedHealth Group Shares Dip, Analysts Identify Attractive Investment Potential

Cantor Fitzgerald Maintains Optimistic Outlook Despite Stock Price Volatility Following 2027 Medicare Advantage Notice and Earnings Report

Shares of UnitedHealth Group, Inc. experienced a significant decline after the 2027 Medicare Advantage rate announcement and a fourth quarter earnings...

Jan 28, 2026 Trade Ideas

Vistra Pullback Looks Like Accounting Noise — Tactical Long Setup

Operating cash flow and earnings are solid; recent weakness appears driven by accounting and headline swings rather than business deterioration.

Vistra (VST) is trading well below recent highs after a bout of headline volatility. The business - 44 GW generation and a 5M retail customer base - c...

Trade Idea Long
Bruce Springsteen Honors Minneapolis with New Song Addressing Immigration Enforcement
Jan 28, 2026 News & Politics

Bruce Springsteen Honors Minneapolis with New Song Addressing Immigration Enforcement

The music icon responds to federal immigration actions with a tribute highlighting city's struggle and urging solidarity

Bruce Springsteen has released a new song titled "Streets of Minneapolis," dedicating it to Minneapolis residents and criticizing the enforcement appr...

Jan 28, 2026 Finance

Plug Power Advances Its Role in Europe's Energy Revolution Amid Stock Rally

Significant progress in renewable hydrogen projects drives notable gains in Plug Power shares

Shares of Plug Power Inc (NASDAQ:PLUG) experienced an uplift as the company achieved a milestone in its renewable hydrogen initiatives at a key Europe...

FBI Conducts Court-Authorized Search at Fulton County Election Office Amid Ongoing Legal Scrutiny
Jan 28, 2026 News & Politics

FBI Conducts Court-Authorized Search at Fulton County Election Office Amid Ongoing Legal Scrutiny

Federal agents execute search warrant at Georgia elections facility as investigations into 2020 election controversies continue

FBI agents carried out a court-approved search at the Fulton County elections office near Atlanta on Wednesday as part of ongoing investigations relat...

Jan 28, 2026 Finance

Automatic Data Processing Delivers Solid Q2 Results, Updates Fiscal Year Outlook

ADP reports strong revenue and earnings growth for Q2 2026, revises upward its full-year guidance based on sustained business momentum

Automatic Data Processing Inc. (ADP) announced its financial results for the second quarter of fiscal 2026, recording revenue and earnings that exceed...

Jan 28, 2026 Trade Ideas

Progressive Upgrade - Margin Fears Overstated; Buy the Dip with Defined Risk

Underwriting noise has scared investors, but results and balance-sheet strength point to margin recovery and attractive risk-reward

Progressive (PGR) is being punished on margin anxiety, but recent quarters show rising revenues, stable operating income and stronger investment incom...

Trade Idea Long
Ilhan Omar Targeted in Minneapolis Incident Amid Heightened Political Tensions
Jan 28, 2026 News & Politics

Ilhan Omar Targeted in Minneapolis Incident Amid Heightened Political Tensions

Democratic Representative Faces Attack Linked to Political Rhetoric During Immigration Enforcement Controversy

Democratic U.S. Representative Ilhan Omar was assaulted with a liquid during a Minneapolis event, an act linked to the ongoing charged political envir...

Jan 28, 2026 Finance

UnitedHealth Revises Outlook Following Q4 Earnings Amidst Mixed Financial Signals

Analysts Adjust Price Targets Lower Despite Earnings Beat and Revenue Growth

UnitedHealth Group Inc reported its fourth-quarter 2025 earnings with a mixture of positive and negative indicators, leading several analysts to reduc...

Medicare to Significantly Limit Telehealth Coverage Starting January 31, 2026
Jan 28, 2026 Business News

Medicare to Significantly Limit Telehealth Coverage Starting January 31, 2026

Telehealth services will face new restrictions under traditional Medicare, affecting many seniors’ access and coverage

Traditional Medicare will substantially restrict coverage for telehealth services beginning January 31, 2026, ending broad access allowed since the CO...