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The Reaction Is the Signal

Stocks are moving on reactions, not results. Here’s what that means.

Earnings season might be slowing down… but the market isn’t.

Last week gave us everything we look for, stocks rallying on bad news, stocks selling off on good news, and a few setups that played out exactly as expected.

From homebuilders...

March 22, 2026
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weekly beat logo

The Reaction Is the Signal

Stocks are moving on reactions, not results. Here’s what that means.

Earnings season might be slowing down… but the market isn’t.

Last week gave us everything we look for, stocks rallying on bad news, stocks selling off on good news, and a few setups that played out exactly as expected.

From homebuilders...

March 22, 2026
Daily Beat
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Steve Strazza

Follow the Flow

Energy, Coal, and Real Money

Every weekend I dig through the names that experienced the most interesting unusual options activity. 

We’re looking for trades that stood out, whether it was large in size or a very aggressive strike selection.

...
March 22, 2026
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Steve Strazza
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Steve Strazza

Top Down Trade of the Week (03/21/2026)

Leaning into a software leader

Welcome back for another Top Down Trade of the Week.

This is a classic leadership scan.

We start with the best sectors, then drill into the subgroups. We pick one, and then take a look at...

March 21, 2026
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The Strazza Letter
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Sam Gatlin
Sam Gatlin
Jason Perz
Jason Perz

Passing the Baton

Metals led the charge, but now agriculture is taking over.

We’ve been pounding the table on this idea for months now.

This isn’t just a commodity bull market… It’s a ...

March 20, 2026
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Steve Strazza

The Daily Flow

Sky High, Powered Up, and Rooted in the Ground

This note highlights a select group of stocks showing the most unusual — and highly directional — options activity.

The goal is simple: follow the big money and trade in the direction of the underlying...

March 20, 2026
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Follow The Flow
Steve Strazza
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Steve Strazza

The Hall of Famers

From the desk of Steve Strazza @Sstrazza

Our Hall of Famers list is composed of the 150 largest US-based stocks.

These stocks range from the mega-cap growth behemoths like Apple and Microsoft – with...

March 20, 2026
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The Squeeze Watch (03/20/2026)

Welcome to The Squeeze Watch.

Here's today's standout. 

 

Rocket Lab Corp $RKLB is currently exhibiting a Squeeze Score of 97.80. 

Here's what the chart looks like: 

 ...
March 20, 2026
Breakout Multiplier
Squeeze Watch
Squeeze Watch
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Alfonso De Pablos, CMT

Software, Metals, Uranium

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

📌 Salesforce $CRM — Laura Alber purchased $500,...

March 20, 2026
The Hot Corner
Insider Buys

Not All Earnings Beats Matter

The latest reactions show exactly where the market is willing to reward strength, and where it isn’t.

The market is sending a very clear message right now.

Some stocks are finally getting rewarded for strong results.

And others are still getting sold, no matter how good the numbers look.

Yesterday gave us a perfect example of both....

March 20, 2026
Daily Beat
$ACN
$MU
SPX Days Since Above 200-day MA 03202026
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Grant Hawkridge

The Streak Just Snapped 📉

Today's number is... 214

The S&P 500 just ended a 214-day streak above its 200-day moving average.

Here’s the chart:

 

Let's break down what the chart shows:

    ...
March 20, 2026
The Daily Number
Grant
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Steve Strazza

The Daily Flow

Turbulence, tarnished silver, and a coal comeback

This note highlights a select group of stocks showing the most unusual — and highly directional — options activity.

The goal is simple: follow the big money and trade in the direction of the underlying...

March 19, 2026
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Follow The Flow
Steve Strazza

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