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Today's trade is a similar trade to the one I did in Kingsoft Computing last week. It's a bet on a previous highfligher, who had it's legs kicked out from under it during the recent market turmoil, that appears to be setting up to resume its former...

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skx

In late April Dad-Shoe brand Skechers reported decent earnings and pulled all guidance.

We talked about it at the time in my video update...

Macke's Retail Roundup
Macke's Retail Roundup+
Hasbro

Earnings season is heating up as we get into May. We've heard from plenty of consumer facing names so far (Hasbro, McDonald's, Chipotle) but by time honored tradition the earnings season for retail doesn't start until Walmart reports which won't...

Macke's Retail Roundup
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Two of the world's largest companies—Apple and Amazon—just delivered double beats… and the market couldn’t care less.

Amazon posted better-than-expected revenue and EPS, but finished the day slightly negative, marking its 4th...

The Beat Report

Today's number is... 5

After 5 months of consolidating, the S&P 500 Advance-Decline line has closed at an all-time high.

Here’s the chart:

 

 Let's break down what the chart shows:

...
The Daily Number
Grant

The stock market just closed higher for 9 straight sessions.

We’re seeing a textbook V-shaped recovery unfold, especially with major indexes and sectors ...

Alfonso’s Daily Note
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The jobs report came in just strong enough to keep the Fed on the sidelines.

Since last month, the U.S. economy added 177,000 new jobs to Nonfarm Payrolls. The unemployment rate held steady at 4.2%, and wages showed minimal...

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Bond Report
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Jason Perz
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Every weekend, I dive into our insider activity tracker looking for the most interesting and bullish buys — and let me tell you, this week stood out with a rare mix of high-conviction buys.

...
Hot Corner Insider
Hot Corner Insider Weekly Reports

One of the things I do on Saturday mornings is catch up on the earnings stories and reactions I might have missed during the week.

And it’s actually a lot easier for me to do these days…

Over the past year, we...

The Strazza Letter
Strazza

Stocks keep going up, but investors are more scared than ever.

According to the American Association of Individual Investors, more than half of individuals are bearish equities over the next 6 months. This has been the case now for 10...

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ASC Chart of the Day

This is the weekly post that aggregates all the charts we put together throughout the week and organizes them all into one, easy to flip through deck.

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After a decade of going nowhere, livestock futures are showing signs of life.

While other commodities have recently stolen the spotlight, the livestock space has quietly been forming some of the most powerful bases in the commodities market....

All Star Charts Gold Rush
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Commodities Weekly
Sam
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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...

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From the desk of Steve Strazza

The evidence is becoming clearer and clearer by the day…

It’s time to be overweight US...

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The Strazza Letter
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Below is my weekly video for members of Macke's Retail Roundup. 

We made our first new purchase since launching the consumer portfolio earlier this year...

This is a stock I've been keeping an eye on for a while,...

Macke's Retail Roundup
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boom

I added a new name to the Retail Round-Up portfolio last week. Spotify entered the portfolio after reporting a "disappointing" first quarter that, honestly, couldn't have made me happier. 

As discussed in the Spotify...

Macke's Retail Roundup
Macke's Retail Roundup+

Missed it? No problem!

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