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Seven days after Liberation Day things are working out just about as expected in the equity markets. Chaos!

 

Until this afternoon's 90 day delay announcement every rally met supply. Rumors were quickly squashed and the White House vowed to...

The Macke Letter
Tariffs
WMT

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

  1. No new positions today.
  2. Rolled XLC position to June.
  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
Strazza
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Members of the U.S. House of Representatives were active again, with Rep. Gilberto Cisneros of California disclosed purchases in a wide range of sectors. 

His filings...

Hot Corner Insider
Insider Buys
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📊 Daily ETF Overview 

You can see the defensive rotation taking place as equity markets have sold off. Consumer staples and utilities are the two best areas of the market under our power rankings. Meanwhile, the poster child of...

ETF Power Rankings

With $VIX showing signs that perhaps yesterday was a blow off top, I'm going to gingerly wade into the premium selling pond with a defined-risk Iron Condor trade on a semiconductor stock that may be entering a wide range of sideways chop.

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

  1. No new positions today.
  2. Adjustment to XLB position.
  3. No exits since the last report.
  4. Current status of open campaigns....
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Paid To Play
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It's been a great week down in Miami visiting family.

We had our first child in the middle of covid, and then had twins 2 years ago. So traveling hasn't exactly been at the top of the priority list, like it used to be for us before kids.

...

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Today's number is... 28.5

My 'Fear or Strength' model has shifted into tactical bullish mode because the Volatility Index (VIX) is above 28.5.

Here’s the chart:

 

Let's break down what the chart...

The Daily Number
Grant
📊 Daily ETF Overview 

Many key indexes have retested their 2021 highs following Trump's market crash.

Here's the S&P 500 $SPY revisiting its breakout level.

 

And here's the same story in the Nasdaq 100 $QQQ....

ETF Power Rankings

From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

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Minor Leaguers
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