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Beat Sheet (07.18.2025)

Yesterday’s market was a tale of two extremes - headline beats were plentiful, but the reactions painted a very divided picture.

On the positive side, PepsiCo $PEP was the clear standout. The consumer staples giant crushed...

Daily Beat
J

Below is my weekly video for members of Macke's Retail Roundup.

I used yesterday's strength in a mall retailer to make room for a new position in my RoundUp 10. Hint: Think "Hims for Boomers."

Watch...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Members Only
J

Below is my weekly video for members of Macke's Retail Roundup.

I used yesterday's strength in a mall retailer to make room for a new position in my RoundUp 10. Hint: Think "Hims for Boomers."

Watch...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Members Only

From the Desk of Steve Strazza @Sstrazza

We love our bottoms-up scans here at All Star Charts. We tend to get really creative when making new universes as we want to be sure they will deliver us the best opportunities the market has to...

All Star Charts Premium
Stocks
ASC
Strazza
Junior Hall Of Famers
Premium
Sam
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Biotech has been one of the worst-performing industry groups this cycle. Investors have got used to it as these stocks have been dead money for much of the past decade. 

...
All Star Charts Premium
ASC
Strazza
Premium
Stocks
Members Only

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

  1. New position in XLP.
  2. No adjustments are needed today.
  3. Closed EFA at Profit Target.
  4. Current...
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Beat Sheet (07.17.2025)

Earnings season rolled on with another busy day of reports, and the market’s reaction was anything but uniform.

Healthcare giant Johnson & Johnson $JNJ stole the spotlight, delivering a clean double beat that sent the stock...

Daily Beat
📊 Daily ETF Overview 

Last week we pointed to the rotation into technology that took it to all time highs.

Despite a few ugly days of selling pressure in a few pockets of the market, the longer-term picture has not wavered...

ETF Power Rankings
SPX 1YoY 5Y Z Score 07172025

Today's number is... -0.2

That’s the current Z-score of the S&P 500’s 1-year return — right near its 5-year average.

Here’s the chart:

 

Let's break down what the chart shows:

  • The top panel plots...
The Daily Number
Grant

Missed it? No problem!

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