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Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week checked all the boxes: Baker Bros, coal stocks, big software bets, and precious metals.

Let’s take a look:

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Walmart, Home Depot, Gap and more set to report next week
 

 

Asked about his Hollywood success, screenwriter William Goldman famously said, “Nobody knows anything.”

This year, Wall Street forecasters face unique challenges: economic data has been unavailable for six weeks, consumer...

The Macke Letter
Jeff Macke
The Macke Letter
earnings
macke letter
$WMT
$TGT
$HD
$LOW
$GAP
Don’t fight the tape and Don’t fight the Fed 11132025

Today's number is... 2

Two key market models are both green right now. One tracks the tape. One tracks credit pressure.

Here’s the chart:

 

Let's break down what the chart shows: 

    ...
The Daily Number
Grant
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From the Desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from...

2 to 100 Club
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2-to-100 Club
Strazza
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ASC
Stocks
Members Only

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

  1. No new positions today.
  2. Rolling XLV to January options.
  3. No exits since the last report.
  4. Current status of open campaigns...
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Earnings season is the heartbeat of the market - and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

Daily Beat
EUFN

Whether you’re bullish or bearish, one thing is clear: if the world were truly falling apart, Financials would be front and center, leading the way down to zero.

That’s why I always keep a close eye on them. They’re like the market’s built-in...

Alfonso's Daily Note
ASC
Alfonso
DJI ATHs 11122025

Today's number is... 16

The Dow Jones Industrial Average has now hit 16 all-time highs in 2025. That’s already above the 125-year average of 12.

Here’s the table:

 

Let's break down what the...

The Daily Number
Grant
x

From the Desk of Steve Strazza @Sstrazza and Ricardo Sarraf @nullcharts

When investing in the stock market, we always want to approach it as "a market of stocks."

Regardless of the environment, there...

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Short Report
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Ricardo
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If you pay too much attention to the headlines, you’re probably thinking China is uninvestable.Every week it’s the same story — tariffs, trade tensions, and skepticism around Beijing’s economic data. 

It’s clear that...

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ASC
Strazza
Premium
Stocks
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In today’s Daily Digest, we’ll review the following:

  1. New position in SMH.
  2. No adjustments are needed today.
  3. Closed USO and XHB at Profit Targets. Ended GDXJ campaign....
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Missed it? No problem!

Replays of all our past episodes are always available in the episode archives.