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Just Kidding.....

Everyone loves a good underdog story. I get it.

But the obsession with small caps “finally taking over” every time they outperform for a few days still blows my mind.

Two or three times a year, small caps catch a bid.

Large caps...

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Big Bank Earnings Day is usually a celebration, and on the surface, this quarter looked great.

They all posted strong results. Most beat on both revenue and earnings, with solid fee growth, trading revenue, and wealth management strength....

Daily Beat
📊 Daily ETF Overview 

On our thematic table, there are a few standouts.

Namely, all the crypto vehicles are exploding higher in this environment. Bitcoin is making all time highs, and this is the first time this cycle that...

ETF Power Rankings

The dollar is undergoing a counter trend rally.

And when it comes to international equities, some are coming under pressure… but others look like they are just getting...

The Strazza Letter
Strazza
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From the Desk of Steve Strazza @Sstrazza and Ricardo Sarraf @nullcharts

When investing in the stock market, we always want to approach it as "a market of stocks."

Regardless of the environment, there...

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Short Report
Strazza
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Stocks
Ricardo
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NFLX
Weekly breakdown of Consumer Stocks to Watch

Retailers are trying to find their footing after a murderers' row of trade and tariff announcements over the last few days.

Spencer and I are talking specifics, including: CPI data take, Prime Day results, why tariffs matter (still), and how to...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
$TKO $LEVI $AMZN $UBER $NFLX #CPI
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Trying new things is hard.

It doesn’t matter if it’s a new trading strategy, a new instrument—like moving from stocks to options or options to futures—or a new way of doing research… newness brings discomfort. It’s awkward. You don’t know what...

All Star Options Daily

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

  1. New position in GDXJ.
  2. No adjustments are needed today.
  3. Closed XLP at Profit Target.
  4. Current...
Options Paid to Play
Paid To Play
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Fastenal $FAST continues to show why it’s one of the most reliable names in the industrial sector.

The company just delivered another double beat for Q2 2025, and the market rewarded it with a 4% rally, marking its 7th positive earnings...

Daily Beat
📊 Daily ETF Overview 

We’ve been talking a lot about how the broadening of international markets is fueling this bull run.For the first time in many years, we’re seeing a sustained stretch of outperformance from markets outside...

ETF Power Rankings

Uranium stocks have been working on some of the largest and cleanest bases in the entire market for almost two decades now. 

I’m talking about structural patterns of...

The Strazza Letter
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Like Santa Claus in a Christmas movie, Prime Day had plenty of doubters and haters but, in the end, proved itself undeniably Real. The biggest, newest shopping event of summer got off to a slow start but ended up driving...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
$AMZN $TGT $COST $WMT $LEVI
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Replays of all our past episodes are always available in the episode archives.