From our partners at The Oxford Club Dear Reader, Dr. Mark Skousen here. I've worked for the CIA. I've personally met four US presidents. I've spent 45 years studying the markets — calling Black Monday six weeks before it happened... predicting the fall of the Berlin Wall... pinpointing the exact bottom in 2009. But what I'm about to share with you is the boldest prediction of my career. After meeting Elon Musk face-to-face at a private gathering of Wall Street elites, I'm now staking my reputation on one date. March 26, 2026. Mark it on your calendar right now! That's when I believe Elon will announce the SpaceX IPO — what Bloomberg is calling "the biggest listing of ALL TIME." I have an "access code" that lets you grab a pre-IPO stake before it happens. But I'm only willing to share it with 500 people today. After that, you my never get the chance again. Click here to see how to claim your “SpaceX access code”. Yours for peace, prosperity, and liberty, AEIOU, Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club P.S. I don't make predictions lightly. When I put my name on something, I mean it. Click here before the 500 spots are gone.
Exclusive Story Just Buy It? Barclays Thinks Nike Is Ready to RunWritten by Jeffrey Neal Johnson. Date Posted: 3/12/2026. 
Key Points - NIKE's strategic reset in North America is proving successful, with a revitalized wholesale channel signaling renewed confidence from retail partners.
- The company's innovation pipeline is accelerating, with exciting new footwear and apparel platforms set to fuel the next phase of its market recovery.
- Following a period of underperformance, Wall Street analysts now see significant upside potential in the stock as the company's turnaround gains traction.
- Special Report: April 29 Market Crash Will Be 10X Worse than 2008
 For months, investors have watched Nike, Inc. (NYSE: NKE), a titan of the consumer discretionary sector, struggle to find its footing, testing the patience of even its most loyal shareholders. The stock's persistent underperformance has been a dominant storyline. But a catalyst just sent a strong signal to the market: a decisive Overweight upgrade from Barclays has injected renewed optimism, suggesting the tide may be turning. That external validation echoes CEO Elliott Hill's recent characterization of Nike as being in the "middle innings" of a comeback — executing a strategic recovery rather than merely beginning to address its problems. The Comeback's Home-Field Advantage Before a global rebound can take hold, a company must first win at home. Nike's latest North American results provide strong evidence that its turnaround is real. The region posted 9% revenue growth in the second quarter, driven by a 24% increase in wholesale. The Iran war just opened up the biggest opportunity to invest in gold since 2023, and there's a new way for ordinary investors to buy gold with the click of a button and pay zero storage fees—but I do not recommend this revolutionary new gold investment because there's a better way to own gold. Right now, four tiny gold stocks are trading at discounts as deep as 96% and could hand you potential gains of 10X or more—to double your money in gold, the gold price has to rise by another $5,000 per ounce, but these four undervalued stocks only need to rise to the fair value of the gold they already hold as proven reserves for you to potentially 10X your stake. Right now, they're still selling at discounts of between 59% and 96%. See my top four picks for the coming gold mania That wholesale rebound is more than a data point; it's a crucial signal that Nike's recovery has a firm foundation. The growth reflects a strategic channel reset away from an earlier, more aggressive direct-to-consumer push. By re-engaging key retail partners, Nike is better managing inventory and reaching a broader customer base. Strong wholesale performance suggests the inventory glut that weighed on the company is largely behind it. Retail partners are not only clearing old stock but are now placing larger orders for new product. Management has reinforced this forward-looking momentum, citing an improving order book for the upcoming spring and summer seasons. Operational improvements are already showing up in the P&L. With less excess inventory, Nike has fewer days of promotion and stronger full-price demand. For investors, a healthy wholesale channel combined with robust full-price sales is the primary path to sustainable revenue growth and a recovery in gross margins. From Inventory Cleanup to Innovation Rollout With retail channels cleared and ready, the focus shifts to what will drive the next growth phase. Nike's Sport Offense — a strategic framework to accelerate athlete-centered innovation — is designed to fill partners' shelves with high-margin, exciting products that originally built the brand. The early results are already apparent. - Running on All Cylinders: Performance running, a core segment, has expanded by more than 20% for two consecutive quarters. That consistency suggests Nike is reclaiming market share with a steady stream of new products. Shoes like the Structure 26, a stability model aimed at enhanced support, are resonating with consumers.
- Apparel's Next Advance: Nike will debut its AeroFit platform — described as "air conditioning for the body" — in national team kits, bringing tangible performance technology to a massive World Cup audience.
- Basketball Bounces Back: Consumer excitement is returning to basketball, with strong sell-through for signature models and positive reception for new launches like the GT Future, helping drive retail traffic.
Perhaps the clearest proof of renewed product strength comes from retail partners: World Cup bookings are up nearly 40% versus the 2022 event, a strong endorsement of the new lineup. The takeaway for investors is simple: Nike is shifting from selling more to selling better, a strategy that supports a recovery in profitability. Taking the Winning Formula Global While North America provides the blueprint, investors remain focused on headwinds elsewhere, particularly Greater China and the Converse brand. These are challenges, but not insurmountable ones — they represent the next phase of a now-proven turnaround. Management has acknowledged the difficult results in Greater China, where revenue fell 17%, and responded with an actionable plan: a new leadership structure reporting directly to the CEO for faster decision-making, strategic investments in key city retail, and a pivot back to innovation-led, premium positioning rather than competing on price. Pressure on gross margins has been a major concern. But CFO Matthew Friend offered a critical reframing: excluding the external impact of tariffs, Nike's underlying gross margins are already expanding. That suggests the core business is healing and profitability is improving as the plan is executed. A Discount on a Blue-Chip Rebound The final piece of the investment case is valuation. Nike's stock has traded down roughly 12% year-to-date and about 25% over the past year. This weakness — driven largely by now-addressed inventory issues and known China challenges — has pushed valuation to levels some analysts find attractive. The Wall Street consensus price target for Nike is $74.90, implying more than 30% upside from current levels. With a forward price-to-earnings ratio around 27.33, the market appears to be pricing in a meaningful earnings rebound. The logic is straightforward: the market has largely absorbed the negative news from the Converse reset and the multi-quarter timeline for China. As North America's recovery continues and international segments show signs of stabilization, the stock could re-rate higher as investors begin to price in the turnaround's success. Lacing Up for the Next Leg of Growth The Barclays upgrade looks to be more than a fleeting headline; it validates a recovery that is beginning to appear in the results. North America provides proof of concept, a rejuvenated innovation pipeline supplies the fuel, and the stock's current valuation may present an opportunity. Although the global turnaround is still in the "middle innings," the crucial reset of Nike's core market is largely complete. The next major checkpoint for investors will be Nike’s third-quarter earnings report on March 31. Continued margin improvement and early signs of stabilization in China will be key indicators that this comeback is not only on track but starting to gain momentum. | 
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