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Retailers are trying to find their footing after a murderers' row of trade and tariff announcements over the last few days.

Macke's Retail Roundup
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NFLX

Retailers are trying to find their footing after a murderers' row of trade and tariff announcements over the last few days.

Spencer and I are talking specifics, including: CPI data take, Prime Day results, why tariffs matter (still), and how to...

Macke's Retail Roundup
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Trying new things is hard.

It doesn’t matter if it’s a new trading strategy, a new instrument—like moving from stocks to options or options to futures—or a new way of doing research… newness brings discomfort. It’s awkward. You don’t know what...

All Star Options

In today’s Daily Digest, we’ll review the following:

  1. New position in GDXJ.
  2. No adjustments are needed today.
  3. Closed XLP at Profit Target.
  4. Current...
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Fastenal $FAST continues to show why it’s one of the most reliable names in the industrial sector.

The company just delivered another double beat for Q2 2025, and the market rewarded it with a 4% rally, marking its 7th positive earnings...

The Beat Report
📊 Daily ETF Overview 

We’ve been talking a lot about how the broadening of international markets is fueling this bull run.For the first time in many years, we’re seeing a sustained stretch of outperformance from markets outside...

ETF Power Rankings

Uranium stocks have been working on some of the largest and cleanest bases in the entire market for almost two decades now. 

I’m talking about structural patterns of...

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Biotech has been one of the worst-performing industry groups this cycle. Investors have got used to it as these stocks have been dead money for much of the past decade. 

...
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Like Santa Claus in a Christmas movie, Prime Day had plenty of doubters and haters but, in the end, proved itself undeniably Real. The biggest, newest shopping event of summer got off to a slow start but ended up driving...

Macke's Retail Roundup
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As this market continues to broaden out, we’re starting to see signs of rotation into areas that have been overlooked and underowned for a long time.

This is especially true for the rate-...

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Alfonso
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From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

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Minor Leaguers
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I’ve said this before, and I’ll say it again: I never really know which trades are going to be my biggest winners.

Sure, sometimes I get a setup that checks all the boxes:

  • Price action looks great
  • volume confirms
  • ...
All Star Options

 

I've been loving how this boring utility space name has been consolidating near all-time highs since February. Most people have probably been bored to tears if they've been in it. Longs are comfortable, shorts are asleep. Great.

...

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In today’s Daily Digest, we’ll review the following:

  1. No new positions today.
  2. Rolling ARKK to September options.
  3. No exits since the last report.
  4. Current status of open...
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A few months ago, apparel manufacturers were left for dead. 

After Trump’s so-called Liberation Day, tariffs slammed into the industry, especially those with deep exposure to Asia. 

Vietnam, a core manufacturing hub for...

The Beat Report

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