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Today's trade is likely going to need some time. 

But the nice thing about Calendar Spreads is, we can have time work for us when making directional bets.

So let's get after it.

 

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

  1. New position in XLP.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
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Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week, the tape is packed with heavyweight moves from executives and funds alike.

Here’s the most notable activity:

...
Hot Corner Insider
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Core Leadership Model 08182025

Today's number is... 6.2

My Core Leadership Model — a composite of short-, intermediate-, and long-term breadth is sitting firmly in the strong leadership zone.

Here’s the chart:

 

Let's break down what the chart...

The Daily Number
Grant

We’ve now crossed the 90% mark of S&P 500 companies reporting this season - and what a season it has been.

We have seen a steady drumbeat of upside surprises, with S&P 500 earnings estimates climbing to fresh all-time highs.

That’s...

The Beat Report
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Earnings season is the heartbeat of the market - and every week brings a fresh set of opportunities and risks. With each report, we get new information about corporate health, investor sentiment, and the sectors driving leadership (or lagging).

...

The Beat Report
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Biotechs Breakout

Sunday Stalk List | Ep 12

Welcome back to The Sunday Stalk List.

Every weekend, I review hundreds if not thousands of charts across U.S. indices, global markets, breadth, sentiment, and intermarket...

Thompson's Two Cents
$IBB
$aclx
$ARQT
$ZBIO
$MDGL
$MRUS
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It wasn’t that long ago when Wall Street shoved ESG down everyone’s throat. 

Fresh off the post-COVID boom, asset managers packaged carbon credits, renewables, and “green” investments as if they were the only game in town.

The...

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Commodities Weekly
Sam
Precious Metals
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Welcome back for another Top Down Trade of the Week.

This is a classic leadership scan.

We start with the best sectors, then drill into the subgroups. We pick one, and then take a look at the top stocks...

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The Strazza Letter
Strazza
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ups truck
Is the iconic shipper in a ‘death spiral’?
 

If you missed it: I recently added UPS to the Red Flag Alerts list, and said a full report was in the works. So, as promised...

To say UPS is a mess would be an understatement.

As is often the case, the story can...

Herb Greenberg's Red Flag Alerts
$UPS
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🚨 PROGRAMMING NOTE 🚨 The next All Star Charts Premium Conference Call with JC will be on Monday at 8 pm ET. The livestream will be available at the top of the members' area. Come hang out with the ASC community and...

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