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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
Macke holiday sales 2025
I'm thinking a lot about e-commerce
Welcome to my Boots On The Ground meeting. This is something I'll be doing every month for Macke Portfolio members.  The intention here is to spend a few minutes talking about a specific topic that's been on my mind. Sometimes, it'll...
The Jeff Macke Portfolio
Video
macke portfolio
Jeff's Retail Portfolio
Boots On The Ground
$SFIX
Members Only
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2025 was a year of transformation for me.

The transformation touched numerous places in my life, but for our purposes here, we'll talk about my trading.

Performance-wise, I had my best year in at least ten years. Maybe longer? But for me,...

All Star Options Daily
rsp
My Gameplan For Tomorrow

If you want someone who’s going to convince you there’s a special trade to put on every day, I’m not that guy.

Authenticity is key and I know the market isn’t throwing the same pitch at us every day.

Some days you swing. Some days you keep...

Thompson's Two Cents

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

  1. New position in XHB.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
Options Paid to Play
Paid To Play
Members Only
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Welcome to The Squeeze Watch.

We’re very excited to present our Squeeze Engine, one of the main tools that powers the success of Breakout Multiplier.

MegaCap stocks have been leading the...

Breakout Multiplier
Squeeze Watch
Breakout Blog
Squeeze Watch
$25M filing for a cloud-based software giant + more

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

📌 Salesforce $CRM — VA Partners I, LLC filed a...

The Hot Corner
Insider Buys
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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...

All Star Charts Premium
Short Report
ASC
Premium
Ricardo
Members Only

There were no S&P 500 earnings reactions on Monday, but Canadian banks are red hot right now. We need to tell you about it.

Canadian banks have been absolute monsters for decades, backed by conservative underwriting, dominant domestic market...

Daily Beat
Palladium commercial hedgers just flipped net-short.

Back in July, we laid out the case that Palladium was quietly finishing one...

All Star Charts Gold Rush
All Star Charts Premium
Precious Metals
Video
Gold Rush
Members Only

Today's trade is in a big-cap stock and former dot.com-era darling that is quietly perking up following a positive reaction to earnings a few weeks ago.

And with options premiums cooling off considerably, now is the time to get involved for a...

All Star Options
Options
Options Premium
Members Only

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

  1. New position in IGV.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
Options Paid to Play
Paid To Play
Members Only