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Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week checked all the boxes: Baker Bros, coal stocks, big software bets, and precious metals.

Let’s take a look:

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Whenever the market enters a corrective wave, regardless of the magnitude and time, section rotation comes into play.

While we haven't seen any ...

Alfonso's Daily Note
Alfonso

I like to lean on bellwethers when I’m on the fence about a theme or area of the market.

The term bellwether comes from agrarian times. It was used to describe the sheep...

The Hot Corner
Hot Corner Insider Weekly Reports

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

  1. No new positions today.
  2. Defensive adjustment to TLT position.
  3. Exited XLI position.
  4. Current...
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📊 Daily ETF Overview 

Here's how things stand on the global equity stage right now.

A development that is front and center is the increasing number of countries breaking down. Pictured below is the Vanguard FTSE Europe ETF $...

ETF Power Rankings

The market’s been a hot mess this past month. Failed breakouts are piling up, with prices slipping back into their ranges and falling below key overhead supply zones.

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Alfonso's Daily Note
Alfonso
The Strazza Letter Logo

I was talking to a colleague this morning and I told him I feel as if I do my best analysis when I'm writing about exactly what I'm doing in the market.

So today’s post is about Solana and why I’m closing my entire position…...

The Strazza Letter
Strazza

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