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Daily Beat Sheet (07.28.2025)

Earnings season isn’t slowing down - and neither are the market reactions.

We’re seeing significant moves on both ends of the spectrum, with some stocks surging to new highs while others are being obliterated.

It’s a reminder of how vital...

The Beat Report

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.

Here's what stood...

Hot Corner Insider
Insider Buys
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SPX SimpleTrend 07282025

Today's number is... 180

That’s how many S&P 500 stocks are currently in a full 4-for-4 uptrend — the highest count since December 2024.

Here’s the chart:

 

Let's break down what the chart shows:

  • ...
The Daily Number
Grant
1

I’m always on the hunt for the next cryptocurrency with the potential to move in a meaningful way.My process? A mix of trend analysis, tracking key narratives, and watching where the smart money is positioning.

I rarely get lost in the weeds of...

All Star Charts Crypto
d
One campaign won't save AEO... but it can move the stock

I couldn't stop thinking about AEO's new campaign. Not because of the actress or the fake(?) controversy being kicked up online. My interests are artistic, historic and pecuniary. 

I wrote about the...

Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
$AEO
$LEVI
Macke's Retail Report

Every weekend, I dive into our insider activity tracker looking for the most interesting and bullish buys — and this week brought some serious heat.

Here’s the most...

Hot Corner Insider
Hot Corner Insider Weekly Reports
weekly-beat-logo--full-color-lightmode.jpg

The calm before the storm is over - this week will decide the market’s next big move.

We just wrapped a wild stretch of earnings that gave us everything from best reactions in a decade to ugly double-digit selloffs...

The Beat Report
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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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r

 

We're looking overseas for this next trade. 

Investing in China names might scare some of us. And that's ok. 

The beauty of using options to get exposure to China is that we can define our risks precisely -- just...

All Star Options
Options
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d

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

  1. New position in XLV.
  2. No adjustments are needed today.
  3. Closed XLC position.
  4. Current status of...
Options Paid to Play
Paid To Play
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Hulking up into Earnings Season

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

The loss of a pair of 80s icons takes a bit of the fun out of a profitable week. What we learned from (and about) Chipotle, the meme stock Red Flag and...

Macke's Retail Roundup
Macke's Retail Roundup+
Video
Macke's Retail Roundup
$CMG
$AEO
$XLY
$GAP
$KSS
$ONON
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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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Stocks
Hall Of Famers
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Strazza
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Top Beats Sheet (07.25.2025)

This week has been all about the heavyweights - and yesterday proved why we’ve been watching this stretch of earnings season so closely.

In Sunday’s Weekly...

The Beat Report
xlvspy

Health care stocks are experiencing one of their worst streaks of underperformance in history.

With policy uncertainty under RFK, industry-wide cost pressures, and an insurance sector crisis... these stocks haven't been able to get on trend with...

All Star Charts Premium
The Strazza Letter
Strazza

Missed it? No problem!

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