Skip to main content
macke nyc fao schwartz

Why AI Can’t Replace a Walk Down Broadway

In an age of hyper-optimized algorithms and AI-driven predictive modeling, it is tempting to view the "boots on the ground" retail visit as a sentimental relic. But for the serious investor, data is merely the trail; Manhattan is the beast itself. As...

Full SMTV Cast

Displaying 1897 - 1920 of 20775

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
XLP-SPY RSPD-RSPS 08282025

Today's number is... 2

Two key risk ratios just hit extremes: Consumer Staples has broken to fresh lows against the S&P 500, while Equal-Weight Discretionary has hit record highs relative to Staples.

...

The Daily Number
Grant
📊 Daily ETF Overview 

There’s a great deal of speculative growth ETFs on our thematic table.The Ark funds are a clear standout, as is the recent run in marijuana stocks, which we covered last week.With the broader market moving sideways in recent...

ETF Power Rankings

While everyone obsesses over the old news around Nvidia’s next earnings report, I’m focused on a new AI story.

The big banks are among the most underrated and ignored AI trades in the market today.

No one is...

The Strazza Letter
Strazza
ASC
big

I say it a lot... volatility mean-reverts lower far more predictably than it mean-reverts higher.

In other words, low volatility does not necessarily presage volatility spikes.

But, when volatility is low and I have a hunch that a big move...

All Star Options
Options
Options Premium
Members Only
d
A quick breakdown of what you need to know about today's earnings

Kohl's, Williams-Sonoma beat! Abercrombie is a tale of two companies. Foot Locker is barely trying ahead of Dick's takeover.

Here's my instant-reaction to this morning's retail earnings. 

 

Kohl's...

The Macke Letter
Jeff Macke
The Macke Letter
earnings
$WSM
$LEVI
$ANF
macke letter
$KSS

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

  1. No new positions today.
  2. Rolling calls in XLF position.
  3. No exits since the last report.
  4. Current status of open campaigns...
Options Paid to Play
Paid To Play
Members Only
2to100 08272025.png

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
All Star Charts Premium
2-to-100 Club
Strazza
ASC
Premium
Stocks
Members Only

There weren't any S&P 500 earnings reactions on Tuesday, but North of the border, Canada's banking giants are stealing our attention.

From Wall Street to Frankfurt to Hong Kong, financial stocks are climbing higher together. 

Now...

Daily Beat
📊 Daily ETF Overview 

Looking at this week's sector table, surprisingly, Small Cap Industrials $PSCI have found their way to the top!Additionally, Small Cap Consumer Discretionary $PSCD has completed a red-to-green trend reversal.Zooming in on the...

ETF Power Rankings
2

While everyone loses their minds when the market inevitably dips, I use it as an opportunity to find the best trades.This week, my new highs list was empty - except for one name quietly breaking out before the rest:Hyperliquid $HYPEI...

All Star Charts Crypto
Members Only