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It's been a good year. How good?

Well, I'd like to hear from you to tell me how good.

I've spent the past few weeks reflecting on my own trading transformation in 2025—the wins, the lessons, the shifts in confidence and approach. But I'm...

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Today's trade is in a stock that had a beautiful breakout BEFORE the Powell news that ripped the broader markets higher.And it's in a company that many of use just about every day to spend money on our daily expenses. Maybe we should get rewarded for...

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

  1. No new positions today.
  2. Rolled IWM to October options.
  3. Closed USO at Profit Target.
  4. Current...
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HOF US Table 08222025.png

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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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 Beat
t
What Walmart told us about Inflation and what it mean for Stocks
 

 

Walmart Sent a Chill Through Retail Yesterday

The world's biggest retailer cranked out a decent quarter yesterday morning and was met with Bronx tears by Wall Street and the rest of the investing world. WMT...

The Macke Letter
Jeff Macke
The Macke Letter
earnings
$WMT
$COST
📊 Daily ETF Overview 

It's rather apparent to what's the most striking line on this week's thematic table; pot stocks have gone from dark red to green in a single week.

This comes after President Trump is reportedly...

ETF Power Rankings

Tech stocks are under pressure, and it’s finally showing in the major averages.

This weakness has actually been brewing under the hood for some time.

Technology sector internals have been deteriorating for the better part of the summer....

The Strazza Letter
Strazza
ASC

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

  1. New position in KRE.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
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Paid To Play
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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 Beat
Growth vs Value 08212025

Today's number is... 2.22

That’s the prior cycle high in the Growth vs Value ratio — and price just broke back below it.

Here is the chart:

 

Let's break down what the chart shows:

  • The top panel plots...
The Daily Number
Grant
📊 Daily ETF Overview 

Looking at our sector table, the usual suspects are all leading the market higher.

Technology, communications, industrials, and financials are all trading near all time highs and have just recently broken out of bases...

ETF Power Rankings
PEN & EPU.png

Leadership keeps showing up in places no one’s watching. Take Peru.

The Peruvian Sol (PEN/USD) just registered its best single-day performance since 2023, reaching fresh five-year highs against the US Dollar.

...

All Star Charts Gold Rush
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Ricardo
Currency Report
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Strazza
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Missed it? No problem!

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