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July is in the books and there are some fresh trends brewing beneath the surface. 

The tech and growth trade has led the market off the April lows, but recent evidence suggests this theme is cooling. 

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From the Desk of Ian Culley @IanCulley

Failed breakouts and trading ranges dominate the charts.

It’s a mixed-up, messy market...

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bonds
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Whoa! What a week for pruning the garden!

I closed out eleven positions in five trading days. Unfortunately, many of them were losers. But the good news is all the losers...

Options

From the Desk of Steve Strazza and Alfonso Depablos

The most significant transaction on today’s list is a 13D filing by Baker Bros Advisors LLC for Bicycle Therapeutics plc $BCYC.

Baker Bros revealed an increase in its ownership...

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Stock market volatility is at the highest levels since October.

The majority of stocks are NOT in uptrends.

This market is NOT...

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From the Desk of Steve Strazza and Alfonso Depablos

The most significant insider transaction on today’s list is a Form 4 filing by Farhad A. Nanji, Founder of MFN Partners Management LP.

Nanji reported a purchase of roughly $...

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From the Desk of Steve Strazza @Sstrazza

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

Regardless of the environment, there are always stocks showing leadership and trending higher...

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From the Desk of Steve Strazza and Alfonso Depablos

The most significant insider transaction on today’s list is a Form 4 filing by Farhad A. Nanji, Founder of MFN Partners Management LP.

Nanji reported a purchase of roughly $832,...

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Berkshire Hathaway stock $BRK/B has traded down for eleven of the past thirteen trading days. That's not something you see often.

Call me sentimental, but watching implied volatility in Berkshire options creep up to its highest levels of the...

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From the Desk of Steve Strazza and Alfonso Depablos

The only insider transaction on today’s list comes in a 13D filing by the Wellington Management fund Bay Pond Partners.

The hedge fund revealed an initial active stake of 5....

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This market is just NOT like it was in 2023.

It's much different.

I've said it right here hundreds of time already.

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From the Desk of Ian Culley @IanCulley

Have you noticed these trends driving the markets?

Commodities are ripping. The energy sector is outperforming. Interest...

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