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

Minnesota's Immigration Enforcement Centralized Under ICE Amid Agency Disputes
Feb 6, 2026 News & Politics

Minnesota's Immigration Enforcement Centralized Under ICE Amid Agency Disputes

Leadership realignment seeks to resolve internal conflicts between ICE and Border Patrol in deportation efforts

Following prolonged internal disagreements over immigration enforcement strategies, Minnesota's deportation operations have been consolidated under U....

Feb 6, 2026 Finance

Jim Cramer Stands Behind Amazon Amid Major Spending Plan and Market Volatility

Amazon’s $200 Billion Investment Announcement Spurs Stock Decline as Cramer Highlights Google’s Market Potential

Amazon’s recent declaration of a $200 billion spending initiative has led to a sharp downturn in its stock price, inciting concern among investors. ...

Controversy Erupts Over Video Shared by President Featuring Racist Imagery of the Obamas
Feb 6, 2026 News & Politics

Controversy Erupts Over Video Shared by President Featuring Racist Imagery of the Obamas

President Trump's social media post fuels intense backlash amid election fraud claims

President Donald Trump shared a video on his social media platform that incorporates racist depictions of former President Barack Obama and former Fir...

Feb 6, 2026 Trade Ideas

APA Corporation: A High-Returning Cash Engine — Buy Set-Up Around $26.5

Strong quarterly operating cash, steady $1.00/year dividend, and active capital allocation create an asymmetric trade vs. cyclical downside

APA is generating consistent, large operating cash flow while financing outflows show management is returning capital. At ~ $26.5 with a $1.00 annual ...

Trade Idea Long
EU Initiates Charges Against TikTok Over Potentially Harmful Features Impacting Youth
Feb 6, 2026 News & Politics

EU Initiates Charges Against TikTok Over Potentially Harmful Features Impacting Youth

European regulators allege TikTok's design exploits addictive behaviors, prioritizing user engagement over child welfare

The European Union has formally accused TikTok of infringing digital regulatory standards due to design aspects that promote compulsive usage, particu...

Feb 6, 2026 Finance

Taiwan Semiconductor Expands Production Amid Geopolitical and Market Challenges

Diversification efforts in Japan and the United States aim to mitigate tariff and supply risks as AI demand surges

Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) is broadening its chip manufacturing operations beyond Taiwan to address increasing geopolitical te...

Feb 6, 2026 Finance

Florida Health Department Detects Glyphosate in Majority of Tested Bread Products

State-led Analysis Reveals Herbicide Residues in Common Breads, Prompting Discussion on Food Transparency and Safety Standards

Florida's Department of Health conducted testing on popular bread products, uncovering the presence of the herbicide glyphosate in six out of eight sa...

Feb 5, 2026 Finance

Super Bowl LX Set to Feature High-Profile Movie Trailers Amidst Multi-Million Dollar Ad Buys

Media giants Disney and Comcast lead with multiple film trailers during game’s costly commercial slots

The upcoming Super Bowl LX commercial lineup includes a significant number of movie trailers, primarily from major studios Comcast and Disney, highlig...

Feb 5, 2026 Finance

Broadcom Shares Rise Amid Increased AI Infrastructure Spending from Alphabet

Boosted by Alphabet's capital expenditure plans, Broadcom is positioned to benefit through its role in custom AI chip development

Broadcom Inc. experienced a notable uptick in its stock price following Alphabet Inc.'s significant capital expenditure increase, highlighting anticip...

Feb 5, 2026 Trade Ideas

Celestica (CLS): Tactical Long for AI Infrastructure Exposure — Aggressive Play with Defined Risk

Strong sequential results, margin expansion and hyperscaler exposure make CLS an asymmetric growth trade for risk-tolerant portfolios.

Celestica's FY2025 cadence shows accelerating revenue and operating leverage across three sequential quarters; recent revenue beats and product moment...

Trade Idea Long