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

  1. New position in EFA.
  2. No adjustments are needed today.
  3. Closed XLV at Profit Target.
  4. Current...
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Starbucks needs more Steam

No one has been rooting for Starbucks harder than me, but the chain is running out of time. With the coffee giant set to report next week, and CEO Brian Niccol approaching his first anniversary since being announced as CEO it's time to review the Risk...

Macke's Retail Roundup
Macke's Retail Roundup+
$SBUX
$BROS
Beat Sheet (07.22.2025)

Earnings season continues to deliver surprises - both good and bad.

Yesterday, the market rewarded a telecom giant for another solid quarter while punishing one of the most well-known restaurant chains for falling short yet again. 

It...

The Beat Report
📊 Daily ETF Overview 

The growth-heavy ETFs have returned back to the top of the table, evidenced by Large Cap Growth $IWF and the Nasdaq 100 $QQQ.

Interestingly, when we plot the aforementioned growth ETF, $IWF, relative to...

ETF Power Rankings
Russell GvV 1k 07222025

Today's number is... 2nd

That’s where the Growth vs. Value ratio now sits — just below its all-time high from December 2024.

Here’s the chart:

 

Let's break down what the chart shows:

  • The black...
The Daily Number
Grant

Markets are always talking. The trick is in discerning what to listen to versus what to ignore. 

There’s a lot of noise out there these days. You can get lost in it. 

But when it comes to commodities...

All Star Charts Gold Rush
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ASC
Ricardo
Currency Report
Currencies
Currencies
Strazza
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FS ROC Table (07.21.2025)

With major averages charging to new all-time highs, short sellers are feeling the heat.

They’ve leaned too aggressively against this market, and now they’re being forced to cover as prices rip higher.

That kind of panic is exactly what...

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Stocks
ASC
Freshly Squeezed
Sam
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In today’s Daily Digest, we’ll review the following:

  1. No new positions today.
  2. Adjustment to XME position.
  3. No exits since the last report.
  4. Current status of open campaigns....
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Beat Sheet (07.21.2025)

On Friday, the earnings parade continued, and market reactions remained as mixed as ever.

Financials were front and center, with a few regional banks delivering strong reports - yet even the cleanest double beats struggled to spark much follow-...

The Beat Report

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