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wisdom

It's been a good year. How good?

Well, I'd like to hear from you to tell me how good.

I've spent the past few weeks reflecting on my own trading transformation in 2025—the wins, the lessons, the shifts in confidence and approach. But I'm...

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Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs.

We've also sprinkled in some of the largest ADRs from countries that did not make the market cap cut. 

...
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International Hall Of Famers
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We just heard from some of the world's most important corporations, and there's a lot of new information to unpack.

The largest health insurance company in the world was front and center for us.

In addition, we heard from a few of the...

Daily Beat

This one is wild, but hear me out.

I just wrote about how the...

The Strazza Letter
Strazza

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

  1. New position in ARKK.
  2. No adjustments are needed today.
  3. Exited XLB position.
  4. Current status of...
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📊 Daily ETF Overview 

A standout on the thematic side has been VanEck's Video Gaming & eSports ETF $ESPO.

This isn't a recent trend as well, it's been a significant winner since it launched and it just broke out to new...

ETF Power Rankings

I’m always thinking about the strongest stocks.

Over the intermediate term, consumer discretionary is on top, rallying more than 40% off the summer lows.

So this is one of the areas where I’m searching for...

The Strazza Letter
Strazza

For the market to experience a meaningful correction, we need to see clear signs of defensive rotation—and so far, that hasn’t happened.

In the bond market, U.S....

Alfonso's Daily Note
Alfonso

One of my junior analysts (Rick! He's the Man!) brought a stock to my attention that is in an attractive sector that could fly under the right conditions. 

Add to this that there is a high short interest and there is "meme" stock potential...

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

  1. New position in USO.
  2. IMPORTANT: Adjustment to Position Details in IGV and XLV
  3. No exits since the last...
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The first earnings season of 2025 is officially underway and it started with a BANG! 🎉

JPMorgan Chase $JMP was the first significant report of the season.

This report provides traders and investors with insight into the strength of the...

Daily Beat
📊 Daily ETF Overview 

Sector rotation is the lifeblood of a bull market.

We're seeing Small Cap Financials $PSCF begin to weaken to red while the other financial ETFs are still green.

 

It's positive to see that...

ETF Power Rankings
📊 Daily ETF Overview 

Large Cap Growth is still the predominate theme of leadership right now. No changes here.

The most notable shift has been the S&P 500 $SPY breaking below this key level of support. SPY must reclaim...

ETF Power Rankings

Missed it? No problem!

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