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Every weekend, I dive into our insider activity tracker looking for the most interesting and bullish buys — and this week, it was private equity shops and hedge funds leading the charge.

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📊 Daily ETF Overview 

The dominant force in equity markets right now is the record rotation out of U.S. equities and into international markets.The biggest losers over the past month? U.S. growth stocks. And at the tail end of...

ETF Power Rankings

Today's number is... 1

Out of the seven global regions I track, only one is negative year-to-date, and that is the United States.

Here’s the chart:

 

Let's break down what the chart shows:

...
The Daily Number
Grant

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

  1. New position in XBI.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
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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
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Busy morning of earnings with a little something for everyone as we try to figure out who, if anyone, is actually experiencing a recession as opposed to just talking about it all the time.

This morning saw a decent report from the dominant...

Macke's Retail Roundup
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Today's number is... 27%

Global breadth is expanding in 2025... NOT narrowing… Over 27% of world markets have made 52-week highs in the past two weeks.

Here’s the chart:

 

Let's break down what...

The Daily Number
Grant
📊 Daily ETF Overview 

As the U.S. markets have sold off, defensive sectors with lower volatility have done well.

Consumer Staples, Real Estate, and Utilities are all sectors with low beta that have outperformed.

...

ETF Power Rankings
📊 Daily ETF Overview 

Most notably, Large Cap Value $IWD has climbed to the top of the rankings as U.S. growth has sold off.

The trend favoring value over growth is clearly intact over shorter timeframes. But what would it...

ETF Power Rankings
📊 Daily ETF Overview 

The same theme continues to dominate across the global markets; more money is rotating out of the United States and flowing into international markets.

As shown in above chart, the S&P 500 has now...

ETF Power Rankings
📊 Daily ETF Overview 

Precious metal miners have climbed to the top of the rankings in an impressive fashion. This has been a persistent and growing trend over the last few weeks as Gold climbs to all time highs in the face of...

ETF Power Rankings
📊 Daily ETF Overview 

We can certainly see some movement on this week's thematic table as equity markets have extended their decline.

The basic summary here is that high beta and growth have dropped on the list; examples of...

ETF Power Rankings

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...

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Today's setup is in a hotel name that has been getting clobbered as of late and may be on the verge of completing a major topping pattern. Unless the broader market sticks a landing soon and rallies hard, lifting all boats with it, I have a hard...

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

  1. New position in XLC.
  2. No adjustments are needed today.
  3. Exited TLT campaign for a scratch.
  4. ...
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